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RELEVE FINANCIAL GROUP

724 Bielenberg Drive
#2
Woodbury, Minnesota 55125
Tel: 612-801-0556

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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 StatusApproved
Firm CRD#285243
SEC#801-108540
Assets Managed by Firm$222,763,182
No. of Clients1266
No. of Advisors8

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 ClientsAUM
Firm Total1266$222,763,182
Individuals (other than high net worth individuals)233$77,127,755
High net worth individuals74$145,635,427

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