Adviser Profile
| As of Date | 02/28/2025 |
| Registration status | Registration Changed to BANNERSTONE CAPITAL MANAGEMENT, LLC |
| ADV Location | WAYZATA, MN, United States |
| Contact Info | 952 xxxxxxx |
| Websites |
| AUM* | 141,136,011 22% |
| of that, discretionary | 141,136,011 22% |
| Number of Employees | 3 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 275,119 17% |
| % High Net Worth | 22.22% 4% |
| SMA’s | No |
| Private Funds | 0 1 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
1
1
1
1