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Gregory Leo Robillard

BANNERSTONE CAPITAL MANAGEMENT, LLC·DEEPHAVEN, Minnesota
Unclaimed Profile
18258 MINNETONKA BLVD, DEEPHAVEN, MN 55391CRD# 1219247Firm CRD# 147447
01

About

Gregory Leo Robillard is a registered financial advisor based in DEEPHAVEN, Minnesota, affiliated with BANNERSTONE CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
BANNERSTONE CAPITAL MANAGEMENT, LLC
BANNERSTONE CAPITAL
AUM
$82M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at BANNERSTONE CAPITAL MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Market timing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1219247
Firm CRD# 147447
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Gregory Leo Robillard offer?
Gregory Leo Robillard specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in DEEPHAVEN, Minnesota for a consultation.
What are Gregory Leo Robillard's credentials?
Gregory Leo Robillard is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gregory Leo Robillard located?
Gregory Leo Robillard is based in DEEPHAVEN, Minnesota, working with BANNERSTONE CAPITAL MANAGEMENT, LLC. Their office serves clients in the DEEPHAVEN metropolitan area and surrounding communities.
How does Gregory Leo Robillard charge for services?
Gregory Leo Robillard's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BANNERSTONE CAPITAL MANAGEMENT, LLC?
BANNERSTONE CAPITAL MANAGEMENT, LLC has approximately 3 employees and manages $82M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in DEEPHAVEN
Scott Dennis Larson — BANNERSTONE CAPITAL MANAGEMENT, LLCAlan P Qureshi — BLUE WATER FINANCIAL TECHNOLOGIES LLCEllen Qureshi — BLUE WATER FINANCIAL TECHNOLOGIES LLCMichael Wayne Forrester — HIGH NOTE WEALTH, LLCKatherine Marie Antoinette Forrester — HIGH NOTE WEALTH, LLC
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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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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