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| Happy Holidays!! thanks for using AUM13F!! |
| MHS Advisory Services LLC
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| CRD # | 174590 |
| SEC # | 801-80877 |
| CIK # | |
| AUM | $238.5 M (2025-07-21) |
| Employees | 7 (100% Investors, 100% Brokers) |
| Phone | 952-541-9201 |
| Address | 11330 86th Avenue North Maple Grove, MN 55369 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 245 | 100.6 |
| (b) Individuals (high net worth individuals) | 68 | 137.2 |
| (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 | 0.0 |
| (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 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,123 | 238.5 |
| By Discretionary | ||
| Discretionary | 807 | 161.6 |
| Non-Discretionary | 316 | 76.9 |
| Total | 1,123 | 238.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 238.5 | |
| Total | 1,123 | 238.5 |
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|---|---|---|
|
David Wealth Management LLC
✚
|
VA | 0.2 |
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Ables Iannone Moore & Associates Inc
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GA | 0.2 |
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FL | 0.2 |
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Leo H Evart Inc
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CA | 0.2 |
|
WIN Advisors Inc
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FL | 0.2 |
|
Ballast Rock Private Wealth LLC
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SC | 0.2 |
|
Valley Financial Group Inc
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|
PA | 0.2 |
|
Monterey Wealth Partners LLC
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GA | 0.2 |
|
Redmont Wealth Advisors LLC
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IL | 0.2 |
|
Rainier Family Wealth Inc
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WA | 0.2 |