FBD ASSET MGMT

7760 France Avenue South Suite 925
Bloomington, Minnesota 55435
Tel: 866-404-0089

About FBD ASSET MGMT

FBD ASSET MGMT, formally registered with the SEC as FBD ASSET MGMT. The firm was established in 03/13/2020. They have over 1 offices throughout the country.

FBD ASSET MGMT is a Bloomington, Minnesota based Financial Planning firm with nearly $41,167,063 assets under management, offering retirement planning & investment advisory services to 76 clients. The firm is staffed with 1 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	307216
SEC#	801-118216
Assets Managed by Firm	$41,167,063
No. of Clients	76
No. of Advisors	1

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	76	$41,167,063
Individuals (other than high net worth individuals)	56	$12,982,232
High net worth individuals	11	$25,757,746
Charitable organizations	3	$2,336,413
Corporations or other businesses	6	$90,672

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