PETROS FAMILY WEALTH, LLC

BLOOMINGTON, Minnesota·1 registered advisor·CRD# 324059
SEC# 801-1269830(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 PlanningInvestment ManagementWealth Management
04

Advisors at PETROS FAMILY WEALTH, LLC

1 registered advisor
Carl Robert Lymangood
BLOOMINGTON, Minnesota
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.