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

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