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 $205.2 MM (2024-03-07)
Employees 6 (100% Investors, 100% Brokers)
Phone952-541-9201
Address11330 86th Avenue North
Maple Grove, MN 55369
Source [IAPD] [Website]
Total AUM ($MM)
2502001501005002009201420192025
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
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
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