MHS Advisory Services LLC

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Assets, Funds, Holdings

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MHS Advisory Services LLC
CRD #174590
SEC #801-80877
CIK #
AUM 253.3 M (2026-03-26)
Employees 7 (100% Investors, 100% Brokers)
Phone952-541-9201
Address11330 86th Avenue North
Maple Grove, MN 55369
Source [IAPD] [Website]
Total AUM ($M)
3002401801206002010201520212027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 240 105.2
(b) Individuals (high net worth individuals) 70 147.6
(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 0 0.0
(h) Charitable organizations 2 0.3
(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 1 0.3
(n) Other 0 0.0
Total 1,152 253.3
By Discretionary
Discretionary 833 173.0
Non-Discretionary 319 80.3
Total 1,152 253.3
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 253.3
Total 1,152 253.3
Firm Profile (Form ADV)
Clients1
ServesInstitutional, Retail
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