Investment adviser · CRD 142595

DISCOVERY FINANCIAL GROUP, LLC

Investment adviser filing (IA)

BLOOMINGTON, MN, United States · Form ADV filed Mar 29, 2012

Regulatory AUM
$12M
Form ADV · Item 5.F
Client accounts
47
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

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: Mar 29, 2012. View historical filings

Reported services

Individual portfolio management · Business portfolio management

Compensation

Percentage of assets · Commissions

Principal office

8100 PENN AVE SUITE 150Q
BLOOMINGTON, MN, 55431, United States

CRD 142595

Filing source

Form ADV 632109 · Mar 29, 2012 · 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.