GREAT WATERS FINANCIAL - Financial Advisor in Minnesota, Shoreview

Tel: 612-360-2127 4100 Lexington Ave N Suite 100 Shoreview, Minnesota 55126

About GREAT WATERS FINANCIAL

GREAT WATERS FINANCIAL is a Shoreview, Minnesota based financial advisory firm with nearly $1,017,194,635 in assets under management and provides investment advisory services for 6321 clients. There are currently 42 financial advisors at the firm.

General Information

Firm CRD#:

308215

Firm SEC#:

801-123543

Assets Under Management:

$1,017,194,635

No. of Clients:

6321

No. of Advisors:

Advisory Services Provided:

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

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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