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Home > Retirement Planners > minnesota > eden prairie > ABBEY STREET
ABBEY STREET
11095 Viking Drive
Suite 410
Eden Prairie, Minnesota 55344
Tel: (952) 224-7272
About ABBEY STREET
ABBEY STREET, formally registered with the SEC as ABBEY STREET. The firm was established in 10/04/2019. They have over 1 offices throughout the country.
ABBEY STREET is a Eden Prairie, Minnesota based Financial Planning firm with nearly $245,005,947 assets under management, offering retirement planning & investment advisory services to 563 clients. The firm is staffed with 12 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 305107 |
| SEC# | 801-117454 |
| Assets Managed by Firm | $245,005,947 |
| No. of Clients | 563 |
| No. of Advisors | 12 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 563 | $245,005,947 |
| Individuals (other than high net worth individuals) | 97 | $71,749,763 |
| High net worth individuals | 38 | $170,908,990 |
| Charitable organizations | 1 | $2,347,194 |
More Retirement Planning firms in Eden Prairie, Minnesota:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $176,091,949,959 | 88 | 77 | |
| $137,829,756,000 | 3 | 200 | |
| $121,600,874,152 | 69 | 4167 | |
| $85,511,782,543 | 279 | 102 | |
| $76,497,109,888 | 227 | 193 |
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