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CONTEXT FINANCIAL GROUP, LLC
CONTEXT FINANCIAL GROUP, LLC
CONTEXT FINANCIAL GROUP
NORTH OAKS, Minnesota
·
1 registered advisor
·
CRD# 134781
SEC# 801-69904
651-634-8817
01
Firm Overview
AUM
$84M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at CONTEXT FINANCIAL GROUP, LLC
1 registered advisor
Stefan Christopher Liiste
NORTH OAKS, Minnesota
CRD# 2075487
05
Office Locations
NORTH OAKS, Minnesota
1 advisor
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Data sourced from SEC Form ADV filings. CONTEXT FINANCIAL GROUP, LLC (CRD# 134781) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.