Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > minnesota > plymouth > GREAT RIVER FINANCIAL
GREAT RIVER FINANCIAL
9800 Shelard Pkwy
Suite 113
Plymouth, Minnesota 55441
Tel: 763-231-7581
About GREAT RIVER FINANCIAL
GREAT RIVER FINANCIAL, formally registered with the SEC as GREAT RIVER FINANCIAL. The firm was established in 06/24/2021. They have over 1 offices throughout the country.
GREAT RIVER FINANCIAL is a Plymouth, Minnesota based Financial Planning firm with nearly $162,062,965 assets under management, offering retirement planning & investment advisory services to 394 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 314172 |
| SEC# | 801-121581 |
| Assets Managed by Firm | $162,062,965 |
| No. of Clients | 394 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 394 | $162,062,965 |
| Individuals (other than high net worth individuals) | 75 | $20,695,538 |
| High net worth individuals | 56 | $141,367,427 |
More Retirement Planning firms in Plymouth, Minnesota:
| 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 Plymouth, Minnesota