THE CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC - Financial Advisor in Minnesota, Bloomington

Tel: 952-831-8243 5270 West 84th Street Suite 310 Bloomington, Minnesota 55437

About THE CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC

THE CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC is a Bloomington, Minnesota based financial advisory firm with nearly $402,826,658 in assets under management and provides investment advisory services for 1424 clients. There are currently 10 financial advisors at the firm.

General Information

Firm CRD#:

140551

Firm SEC#:

801-69464

Assets Under Management:

$402,826,658

No. of Clients:

1424

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
Education seminars/workshops
Other (ESTATE PLAN SETTLEMENT SERVICES)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

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