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FFP Wealth Management LLC
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CRD # | 300253 |
SEC # | 801-114728 |
CIK # | |
AUM | $212.0 MM (2024-02-13) |
Employees | 7 (29% Investors, 0% Brokers) |
Phone | 763-231-2760 |
Address | 11375 Robinson Drive, Suite 200 Coon Rapids, MN 55433 |
Source | [IAPD] |
Total AUM ($MM) |
---|
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 |