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Home > Retirement Planners > minnesota > chanhassen > MD FINANCIAL / VESTMENT FINANCIAL
MD FINANCIAL / VESTMENT FINANCIAL
7935 Stone Creek Drive, Suite 120
Chanhassen, Minnesota 55317
Tel: 888-256-6855
About MD FINANCIAL / VESTMENT FINANCIAL
MD FINANCIAL / VESTMENT FINANCIAL, formally registered with the SEC as MD FINANCIAL / VESTMENT FINANCIAL. The firm was established in 06/18/2019. They have over 1 offices throughout the country.
MD FINANCIAL / VESTMENT FINANCIAL is a Chanhassen, Minnesota based Financial Planning firm with nearly $213,412,385 assets under management, offering retirement planning & investment advisory services to 2334 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 168771 |
| SEC# | 801-116812 |
| Assets Managed by Firm | $213,412,385 |
| No. of Clients | 2334 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2334 | $213,412,385 |
| Individuals (other than high net worth individuals) | 316 | $60,066,280 |
| High net worth individuals | 122 | $153,346,105 |
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