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Home > Retirement Planners > minnesota > woodbury > RELEVE FINANCIAL GROUP
RELEVE FINANCIAL GROUP
724 Bielenberg Drive
#2
Woodbury, Minnesota 55125
Tel: 612-801-0556
About RELEVE FINANCIAL GROUP
RELEVE FINANCIAL GROUP, formally registered with the SEC as RELEVE FINANCIAL GROUP. The firm was established in 11/04/2016. They have over 6 offices throughout the country.
RELEVE FINANCIAL GROUP is a Woodbury, Minnesota based Financial Planning firm with nearly $222,763,182 assets under management, offering retirement planning & investment advisory services to 1266 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 285243 |
| SEC# | 801-108540 |
| Assets Managed by Firm | $222,763,182 |
| No. of Clients | 1266 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1266 | $222,763,182 |
| Individuals (other than high net worth individuals) | 233 | $77,127,755 |
| High net worth individuals | 74 | $145,635,427 |
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|---|---|---|---|
| $479,793,782,427 | 2284921 | 13903 | |
| $176,091,949,959 | 88 | 77 | |
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