ACUMEN FINANCIAL ADVISORS, LLC

3601 West 76th Street
Suite 475
Edina, Minnesota 55435
Tel: 952-521-1625

About ACUMEN FINANCIAL ADVISORS, LLC

ACUMEN FINANCIAL ADVISORS, LLC, formally registered with the SEC as ACUMEN FINANCIAL ADVISORS, LLC. The firm was established in 01/25/2010. They have over 1 offices throughout the country.

ACUMEN FINANCIAL ADVISORS, LLC is a Edina, Minnesota based Financial Planning firm with nearly $390,064,960 assets under management, offering retirement planning & investment advisory services to 591 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	152748
SEC#	801-71042
Assets Managed by Firm	$390,064,960
No. of Clients	591
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	591	$390,064,960
Individuals (other than high net worth individuals)	96	$36,550,364
High net worth individuals	115	$353,514,596

More Retirement Planning firms in Edina, Minnesota:

Firm Name	Assets Under Management	Total Clients	Total Advisors
U.S. BANCORP ASSET MANAGEMENT, INC. 800 Nicollet Mall, Mail Stop Bc-Mn-17ul Minneapolis, MN, 55402	$176,091,949,959	88	77
GARDA CAPITAL PARTNERS 305 Lake Street East Wayzata, MN, 55391	$137,829,756,000	3	200
THRIVENT FINANCIAL FOR LUTHERANS 901 Marquette Avenue, Suite 2500 Minneapolis, MN, 55402-3211	$121,600,874,152	69	4167
GALLIARD CAPITAL MANAGEMENT 800 Lasalle Ave. Ste 1400 Minneapolis, MN, 55402-2054	$85,511,782,543	279	102
RBC GLOBAL ASSET MANAGEMENT (U.S.) INC. 250 Nicollet Mall, Suite 1550 Minneapolis, MN, 55401-7585	$76,497,109,888	227	193

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