Investment adviser · CRD 134781

CONTEXT FINANCIAL GROUP

Investment adviser filing (IA)

CONTEXT FINANCIAL GROUP, LLC

NORTH OAKS, MN, United States · Form ADV filed Apr 9, 2013

Regulatory AUM
$83.9M
Form ADV · Item 5.F
Client accounts
719
Accounts, not individual clients
Employees
3
Reported in this filing
Advisory professionals
2
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Apr 9, 2013. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets · Fixed

Principal office

400 VILLAGE CENTER DRIVE, STE 600
NORTH OAKS, MN, 55127, United States

CRD 134781

Filing source

Form ADV 726852 · Apr 9, 2013 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.