11330 86th Avenue North
Maple Grove, Minnesota 55369
Tel: 952-541-9201
MHS ADVISORY SERVICES, LLC, formally registered with the SEC as MHS ADVISORY SERVICES, LLC. The firm was established in 01/26/2015. They have over 2 offices throughout the country.
MHS ADVISORY SERVICES, LLC is a Maple Grove, Minnesota based Financial Planning firm with nearly $205,164,356 assets under management, offering retirement planning & investment advisory services to 1066 clients. The firm is staffed with 6 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 174590 |
| SEC# | 801-80877 |
| Assets Managed by Firm | $205,164,356 |
| No. of Clients | 1066 |
| No. of Advisors | 6 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1066 | $205,164,356 |
| Individuals (other than high net worth individuals) | 244 | $86,762,220 |
| High net worth individuals | 59 | $116,294,658 |
| Pension and profit sharing plans | 1 | $1,158,475 |
| Charitable organizations | 1 | $373,743 |
| Corporations or other businesses | 2 | $575,260 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $176,091,949,959 | 88 | 77 | |
| $137,829,756,000 | 3 | 200 | |
| $121,600,874,152 | 69 | 4167 | |
| $85,511,782,543 | 279 | 102 | |
| $76,497,109,888 | 227 | 193 |
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