Investment adviser · CRD 116548
NFP CORPORATE SERVICES (MN), INC.
Investment adviser filing (IA)
PLYMOUTH, MN, United States · Form ADV filed Mar 30, 2016
- Regulatory AUM
- $1.41B Form ADV · Item 5.F
- Client accounts
- 670 Accounts, not individual clients
- Employees
- 34 Reported in this filing
- Advisory professionals
- 6 Investment advisory functions
Private funds & service providers
0 Private fundsThe 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 30, 2016. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed · Commissions
Principal office
9655 SCHMIDT LAKE ROADPLYMOUTH, MN, 55442, United States
CRD 116548
Filing source
Form ADV 1005302 · Mar 30, 2016 · 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.