|
⚲
|
| Acumen Financial Advisors LLC
✚
| |
|---|---|
| CRD # | 152748 |
| SEC # | 801-71042 |
| CIK # | |
| AUM | $390.1 MM (2024-03-22) |
| Employees | 4 (25% Investors, 25% Brokers) |
| Phone | 952-521-1625 |
| Address | 3601 West 76th Street Edina, MN 55435 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 96 | 36.6 |
| (b) Individuals (high net worth individuals) | 115 | 353.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 591 | 390.1 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 591 | 390.1 |
| Total | 591 | 390.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 390.1 | |
| Total | 591 | 390.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Allegiant Wealth Advisors LLC
✚
|
OK | 0.4 |
|
Wealth Effects LLC
✚
|
MA | 0.4 |
|
Carl P Sherr & Co LLC
✚
|
MA | 0.4 |
|
Selective Wealth Management Inc
✚
|
VA | 0.4 |
|
Oldfather Financial Services LLC
✚
|
NE | 0.4 |
|
Financial Freedom LLC
✚
|
OH | 0.4 |
|
Strathmore Capital Advisors Inc
✚
|
NC | 0.4 |
|
McCarthy Grittinger Financial Group LLC
✚
|
WI | 0.4 |
|
Frederick Financial Consultants LLC
✚
|
MD | 0.4 |
|
Sierra Investment Management Inc
✚
|
CA | 0.4 |