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Carl Robert Lymangood

PETROS FAMILY WEALTH, LLC·BLOOMINGTON, Minnesota
Unclaimed Profile
8500 NORMANDALE LAKE BLVD, BLOOMINGTON, MN 55437CRD# 5092137Firm CRD# 324059
01

About

Carl Robert Lymangood is a registered financial advisor based in BLOOMINGTON, Minnesota, affiliated with PETROS FAMILY WEALTH, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PETROS FAMILY WEALTH, LLC
PETROS FAMILY WEALTH, LLC
AUM
$231M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at PETROS FAMILY WEALTH, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Other: MONTHLY SUBSCRIPTION TO FINANCIAL PLANNING TOOLS
Regulatory
SEC/IARD CRD# 5092137
Firm CRD# 324059
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Carl Robert Lymangood offer?
Carl Robert Lymangood specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BLOOMINGTON, Minnesota for a consultation.
What are Carl Robert Lymangood's credentials?
Carl Robert Lymangood is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Carl Robert Lymangood located?
Carl Robert Lymangood is based in BLOOMINGTON, Minnesota, working with PETROS FAMILY WEALTH, LLC. Their office serves clients in the BLOOMINGTON metropolitan area and surrounding communities.
How does Carl Robert Lymangood charge for services?
Carl Robert Lymangood's firm is compensated through percentage of aum, subscription fees, other: monthly subscription to financial planning tools. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PETROS FAMILY WEALTH, LLC?
PETROS FAMILY WEALTH, LLC has approximately 6 employees and manages $231M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Minnesota
MINNEAPOLIS (894)MINNETONKA (136)EDINA (122)ST PAUL (111)PLYMOUTH (97)
City Guides
MINNEAPOLIS GuideMINNETONKA GuideEDINA GuideST PAUL GuidePLYMOUTH Guide
Research
Advisor Fees in MinnesotaNational Fee Analysis
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