Sessions Financial Group, Inc. (Maple Grove)

Name: Sessions Financial Group, Inc.
Address: 7084 E. Fish Lake Road, Maple Grove, MN, 55311
Telephone: 763-494-0095

Sessions Financial Group, Inc. is an adviser based in Maple Grove. It manages $39.39 million of regulatory assets for 396 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of Minnesota.

Sessions Financial Group provides financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and consulting services; college planning services. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Sessions Financial Group: assets under management

The assets under management (AUM) of Sessions Financial Group, Inc. is $39.39 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -19% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $39.39 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $99.47 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Sessions Financial Group, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Sessions Financial Group, Inc.

Jeffry Lyn Sessions has been acting as President since 1 Apr 1991. Joseph Jeffry Sessions joined the executive team most recently as the Vice President/Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Jeffry Lyn Sessions	President/ceo	1 Apr 1991	75% - 100%	1282712
Joseph Jeffry Sessions	Vice president/chief compliance officer	1 Dec 2004	Other	4492591

Based in Maple Grove

The principal office where Sessions Financial Group, Inc. performs its advisory services is located at 7084 E. Fish Lake Road, Maple Grove, MN 55311, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 763-494-0095 or by fax 763-374-8874. The normal business hours are 8 am to 5 pm on Monday - Friday. You can find more information about the New York firm at www.sessionsfinancialgroup.com.