Adviser Profile
| As of Date | 03/15/2024 |
| Registration status | Registration Changed to GTS FINANCIAL, LLC |
| ADV Location | BLOOMINGTON, MN, United States |
| Contact Info | 952 xxxxxxx |
| Websites |
| AUM* | 89,219,297 |
| of that, discretionary | 89,205,339 |
| Number of Employees | 4 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 196,952 |
| % High Net Worth | 21.31% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
Private Funds
No private funds