|
⚲
|
| Advisory Solutions Group LLC
✚
|
|
|---|---|
| CRD # | 339919 |
| SEC # | 801-135130 |
| CIK # | |
| AUM | $408.4 M (2026-05-07) |
| Employees | 40 (82% Investors, 38% Brokers) |
| Phone | 763-417-1700 |
| Address | 505 N Highway 169 Plymouth, MN 55441 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 701 | 238.2 |
| (b) Individuals (high net worth individuals) | 106 | 170.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,062 | 408.4 |
| By Discretionary | ||
| Discretionary | 2,062 | 408.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,062 | 408.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 408.4 | |
| Total | 2,062 | 408.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Friday Financial Inc
✚
|
IA | 0.4 |
|
Truefg LLC
✚
|
TX | 0.4 |
|
Palouse Capital Management Inc
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|
WA | 0.4 |
|
Range Financial Group LLC
✚
|
OR | 0.4 |
|
Heritage Financial LLC
✚
|
VA | 0.4 |
|
Quad City Investment Advisors LLC
✚
|
IL | 0.4 |
|
Revere Asset Management Inc
✚
|
TX | 0.4 |
|
Navigoe LLC
✚
|
CA | 0.4 |
|
MAXQ Asset Management LLC
✚
|
CO | 0.4 |
|
Compass Financial Services Inc
✚
|
IA | 0.4 |