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Acumen Financial Advisors LLC
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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 |