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BANNERSTONE CAPITAL MANAGEMENT, LLC
BANNERSTONE CAPITAL MANAGEMENT, LLC
BANNERSTONE CAPITAL
DEEPHAVEN, Minnesota
·
2 registered advisors
·
CRD# 147447
SEC# 801-69280
952-249-8888
01
Firm Overview
AUM
$82M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Market timing services
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
04
Advisors at BANNERSTONE CAPITAL MANAGEMENT, LLC
2 registered advisors
Gregory Leo Robillard
DEEPHAVEN, Minnesota
CRD# 1219247
Scott Dennis Larson
DEEPHAVEN, Minnesota
CRD# 2533024
05
Office Locations
DEEPHAVEN, Minnesota
2 advisors
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Data sourced from SEC Form ADV filings. BANNERSTONE CAPITAL MANAGEMENT, LLC (CRD# 147447) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.