11095 Viking Drive
Suite 410
Eden Prairie, Minnesota 55344
Tel: (952) 224-7272
ABBEY STREET, formally registered with the SEC as ABBEY STREET. The firm was established in 10/04/2019. They have over 1 offices throughout the country.
ABBEY STREET is a Eden Prairie, Minnesota based Financial Planning firm with nearly $245,005,947 assets under management, offering retirement planning & investment advisory services to 563 clients. The firm is staffed with 12 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 305107 |
SEC# | 801-117454 |
Assets Managed by Firm | $245,005,947 |
No. of Clients | 563 |
No. of Advisors | 12 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 563 | $245,005,947 |
Individuals (other than high net worth individuals) | 97 | $71,749,763 |
High net worth individuals | 38 | $170,908,990 |
Charitable organizations | 1 | $2,347,194 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$479,793,782,427 | 2284921 | 13903 | |
$176,091,949,959 | 88 | 77 | |
$137,829,756,000 | 3 | 200 | |
$121,600,874,152 | 69 | 4167 | |
$85,511,782,543 | 279 | 102 |
Explore More Retirement Advisors in Eden Prairie, Minnesota