FFP Wealth Management LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
Latest Filings
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
FFP Wealth Management LLC
CRD #300253
SEC #801-114728
CIK #
AUM $212.0 MM (2024-02-13)
Employees 7 (29% Investors, 0% Brokers)
Phone763-231-2760
Address11375 Robinson Drive, Suite 200
Coon Rapids, MN 55433
Source [IAPD]
Total AUM ($MM)
2502001501005002009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 229 90.3
(b) Individuals (high net worth individuals) 66 120.1
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 1 1.6
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 841 212.0
By Discretionary
Discretionary 834 208.9
Non-Discretionary 7 3.1
Total 841 212.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 212.0
Total 841 212.0
Comparable Firms State AUM ($BB)
Costello Asset Management Inc
PA 0.2
Valor Financial Services LLC
TN 0.2
Siebert Advisornxt LLC
NY 0.2
Riverplace Capital Management Inc
FL 0.2
Crescent Sterling Ltd
LA 0.2
Theory Financial LLC
CO 0.2
BWM Planning LLC
TX 0.2
Family CFO Inc
CA 0.2
Sound Investment Management Inc
OR 0.2
CornerStone Select Advisors LLC
MO 0.2
Terms | Privacy | Guide
tony@aum13f.com