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| Happy Holidays!! thanks for using AUM13F!! |
| Christensen Group Financial LLC
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| CRD # | 318144 |
| SEC # | 801-124781 |
| CIK # | |
| AUM | $18.5 M (2025-07-01) |
| Employees | 6 (83% Investors, 0% Brokers) |
| Phone | 952-653-1000 |
| Address | 9855 West 78th Street Eden Prairie, MN 55344 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 29 | 6.9 |
| (b) Individuals (high net worth individuals) | 9 | 11.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 232 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 78 | 18.5 |
| By Discretionary | ||
| Discretionary | 78 | 18.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 78 | 18.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 18.5 | |
| Total | 78 | 18.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Global Investment Advisory LLC
✚
|
GA | 0.0 |
|
Amicorp Wealth Services LLC
✚
|
FL | 0.0 |
|
Nexadvisors LLC
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|
TX | 0.0 |
|
SNC Wealth Management LLC
✚
|
NJ | 0.0 |
|
Supreme Alliance LLC
✚
|
0.0 | |
|
Archway Private Wealth LLC
✚
|
0.0 | |
|
Every Securities LLC
✚
|
CA | 0.0 |
|
ETF Model Solutions LLC
✚
|
WI | 0.0 |
|
Atlantis Asset Management LLC
✚
|
0.0 | |
|
LFN Advisors Inc
✚
|
MI | 0.0 |