Investment adviser · CRD 114370
SESSIONS FINANCIAL GROUP, INC.
Investment adviser filing (IA)
MAPLE GROVE, MN, United States · Form ADV filed May 4, 2012
- Regulatory AUM
- $39.4M Form ADV · Item 5.F
- Client accounts
- 396 Accounts, not individual clients
Not available in this filing: Employees, Advisory professionals.
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: May 4, 2012. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
7084 E. FISH LAKE ROADMAPLE GROVE, MN, 55311, United States
CRD 114370
Filing source
Form ADV 624984 · May 4, 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.