CAISSA WEALTH STRATEGIES - Financial Advisor in Minnesota, Bloomington

Tel: 612-426-6007 7825 Washington Ave S. Suite 725 Bloomington, Minnesota 55439

About CAISSA WEALTH STRATEGIES

CAISSA WEALTH STRATEGIES is a Bloomington, Minnesota based financial advisory firm with nearly $286,298,075 in assets under management and provides investment advisory services for 593 clients. There are currently 10 financial advisors at the firm.

General Information

Firm CRD#:

150458

Firm SEC#:

801-114229

Assets Under Management:

$286,298,075

No. of Clients:

593

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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