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Bryan David Grimm

ALERUS INVESTMENT ADVISORS CORPORATION·MINNETONKA, Minnesota
Unclaimed Profile
10900 WAYZATA BLVD. SUITE 120, MINNETONKA, MN 55305CRD# 2970258Firm CRD# 145129
01

About

Bryan David Grimm is a registered financial advisor based in MINNETONKA, Minnesota, affiliated with ALERUS INVESTMENT ADVISORS CORPORATION. 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
Nonprofits & Foundations
03

Firm Overview

Firm
ALERUS INVESTMENT ADVISORS CORPORATION
ALERUS INVESTMENT ADVISORS CORPORATION
AUM
$1.8B
Regulatory assets under management
Employees
15
Total firm employees
View all advisors at ALERUS INVESTMENT ADVISORS CORPORATION →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: FEE FOR SERVICE PROJECTS
Regulatory
SEC/IARD CRD# 2970258
Firm CRD# 145129
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Bryan David Grimm offer?
Bryan David Grimm specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MINNETONKA, Minnesota for a consultation.
What are Bryan David Grimm's credentials?
Bryan David Grimm is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bryan David Grimm located?
Bryan David Grimm is based in MINNETONKA, Minnesota, working with ALERUS INVESTMENT ADVISORS CORPORATION. Their office serves clients in the MINNETONKA metropolitan area and surrounding communities.
How does Bryan David Grimm charge for services?
Bryan David Grimm's firm is compensated through percentage of aum, hourly charges, subscription fees, other: fee for service projects. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ALERUS INVESTMENT ADVISORS CORPORATION?
ALERUS INVESTMENT ADVISORS CORPORATION has approximately 15 employees and manages $1.8B 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)EDINA (122)ST PAUL (111)PLYMOUTH (97)BLOOMINGTON (93)
City Guides
MINNEAPOLIS GuideEDINA GuideST PAUL GuidePLYMOUTH GuideBLOOMINGTON Guide
Research
Advisor Fees in MinnesotaNational Fee Analysis
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