Adviser Profile
| As of Date | 06/15/2025 |
| Registration status | Registration Changed to ACCREDITED INVESTOR SERVICES, LLC |
| ADV Location | ST. CLOUD, MN, United States |
| Contact Info | (32 xxxxxxx |
| Websites |
| AUM* | 485,133,788 45% |
| of that, discretionary | 462,393,984 38% |
| Number of Employees | 12 -8% |
| of those in investment advisory functions | 9 -10% |
| Private Fund GAV* | 0 |
| Avg Account Size | 340,445 -60% |
| % High Net Worth | 19.63% -26% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- Other
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
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