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THE CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC
Tel: 952-831-8243
5270 West 84th Street Suite 310
Bloomington, Minnesota 55437
THE CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC
THE CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC is a Bloomington, Minnesota based financial advisory firm with nearly $402,826,658 in assets under management and provides investment advisory services for 1424 clients. There are currently 10 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Education seminars/workshops , Other (ESTATE PLAN SETTLEMENT SERVICES)
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
140551
SEC#:
801-69464
No. of Clients:
1424
Assets under Management
$402,826,658
No. of Advisors:
10
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