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PETROS FAMILY WEALTH, LLC
PETROS FAMILY WEALTH, LLC
BLOOMINGTON, Minnesota
·
1 registered advisor
·
CRD# 324059
SEC# 801-126983
0
(612) 643-9995
01
Firm Overview
AUM
$231M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
Other: MONTHLY SUBSCRIPTION TO FINANCIAL PLANNING TOOLS
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at PETROS FAMILY WEALTH, LLC
1 registered advisor
Carl Robert Lymangood
BLOOMINGTON, Minnesota
CRD# 5092137
05
Office Locations
BLOOMINGTON, Minnesota
1 advisor
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Data sourced from SEC Form ADV filings. PETROS FAMILY WEALTH, LLC (CRD# 324059) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.