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MHS Advisory Services LLC
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CRD # | 174590 |
SEC # | 801-80877 |
CIK # | |
AUM | $205.2 MM (2024-03-07) |
Employees | 6 (100% Investors, 100% Brokers) |
Phone | 952-541-9201 |
Address | 11330 86th Avenue North Maple Grove, MN 55369 |
Source | [IAPD] [Website] |
Total AUM ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 244 | 86.8 |
(b) Individuals (high net worth individuals) | 59 | 116.3 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 1 | 1.2 |
(h) Charitable organizations | 1 | 0.4 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 2 | 0.6 |
(n) Other | 0 | 0.0 |
Total | 1,066 | 205.2 |
By Discretionary | ||
Discretionary | 785 | 143.4 |
Non-Discretionary | 281 | 61.8 |
Total | 1,066 | 205.2 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 205.2 | |
Total | 1,066 | 205.2 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Kamichu Wealth Management LLC
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|
NV | 0.2 |
Powers Advisory Group LLC
✚
|
IL | 0.2 |
JW Korth & Company Limited Partnership
✚
|
MI | 0.2 |
Define Financial LLC
✚
|
CA | 0.2 |
Apex Capital Management LLC
✚
|
LA | 0.2 |
Blodgett Wealth Advisors LLC
✚
|
CA | 0.2 |
Capstone Wealth Management Group LLC
✚
|
PA | 0.2 |
RMW Advisors LLC
✚
|
TX | 0.2 |
Hansen & Associates Financial Group Inc
✚
|
CA | 0.2 |
Mark Gillam Enterprises
✚
|
CA | 0.2 |