MHS ADVISORY SERVICES, LLC

11330 86th Avenue North
Maple Grove, Minnesota 55369
Tel: 952-541-9201

About MHS ADVISORY SERVICES, LLC

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.

Firm Information

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

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (THIRD PARTY REFERRAL FEES)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	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

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AMERIPRISE FINANCIAL SERVICES, LLC 707 2nd Avenue South Minneapolis, MN, 55402	$479,793,782,427	2284921	13903
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

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