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Asset Strategy Consultants Of Minnesota LLC (Maple Grove)


Asset Strategy Consultants Of Minnesota LLC is a large advisory firm based in Maple Grove. It manages $73 million of regulatory assets for 164 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, Minnesota, and Texas.

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Asset Strategy Consultants Of Minnesota provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Asset Strategy Consultants Of Minnesota: assets under management

The assets under management (AUM) of Asset Strategy Consultants Of Minnesota LLC is $73 million. The firm's AUM has gone down by -10% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $71.61 million in discretionary accounts and $1.39 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $471.09 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $115.86 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Asset Strategy Consultants Of Minnesota LLC for their services and products based on a percentage of assets under management 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.

Based in Maple Grove

The principal office where Asset Strategy Consultants Of Minnesota LLC performs its advisory services is located at 7218 Forest View Lane, Maple Grove, MN 55369, which is also the mailing address of the firm. An additional office of the firm is in White Bear Lake, MN. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 763-201-1025 or by fax 763-201-1026. The normal business hours are 8am-5pm on Monday - Friday. You can find more information about the New York firm at www.assetstrat.com.


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