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Phillip Jeffrey Strohm

MERISTEM FAMILY WEALTH, LLC·MINNETONKA, Minnesota
Unclaimed Profile
701 CARLSON PARKWAY, MINNETONKA, MN 55305CRD# 6270717Firm CRD# 109141
01

About

Phillip Jeffrey Strohm is a registered financial advisor based in MINNETONKA, Minnesota, affiliated with MERISTEM FAMILY WEALTH, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
MERISTEM FAMILY WEALTH, LLC
MERISTEM FAMILY WEALTH
AUM
$5.4B
Regulatory assets under management
Employees
41
Total firm employees
View all advisors at MERISTEM FAMILY WEALTH, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6270717
Firm CRD# 109141
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Phillip Jeffrey Strohm offer?
Phillip Jeffrey Strohm specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in MINNETONKA, Minnesota for a consultation.
What are Phillip Jeffrey Strohm's credentials?
Phillip Jeffrey Strohm is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Phillip Jeffrey Strohm located?
Phillip Jeffrey Strohm is based in MINNETONKA, Minnesota, working with MERISTEM FAMILY WEALTH, LLC. Their office serves clients in the MINNETONKA metropolitan area and surrounding communities.
How does Phillip Jeffrey Strohm charge for services?
Phillip Jeffrey Strohm's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MERISTEM FAMILY WEALTH, LLC?
MERISTEM FAMILY WEALTH, LLC has approximately 41 employees and manages $5.4B 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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