3060 Centre Point Drive
Roseville, Minnesota 55113-1122
Tel: 800-552-1171
EHLERS, formally registered with the SEC as EHLERS. The firm was established in 01/12/2009. They have over 2 offices throughout the country.
EHLERS is a Roseville, Minnesota based Financial Planning firm with nearly $2,735,110,703 assets under management, offering retirement planning & investment advisory services to 559 clients. The firm is staffed with 10 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 146385 |
SEC# | 801-69849 |
Assets Managed by Firm | $2,735,110,703 |
No. of Clients | 559 |
No. of Advisors | 10 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 559 | $2,735,110,703 |
Charitable organizations | 1 | $1,203,268 |
Corporations or other businesses | 1 | $13,809,383 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$34,385,256,113 | 126310 | 112 | |
$25,897,235,362 | 73 | 9 | |
$13,438,401,059 | 431 | 41 | |
$8,394,137,837 | 4068 | 60 | |
$6,856,132,947 | 1409 | 17 |
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