PPrivate Fund Data Log in Join · $37/mo

Acumen Financial Advisors, LLC

● SEC registered since 2010CRD 152748SEC# 801-71042Edina, MN
Export (members)
Reg. AUM
$403.7M
Employees
5
Accounts
602
Location
Edina, MN

Acumen Financial Advisors, LLC assets under management

Acumen Financial Advisors, LLC is an SEC-registered investment adviser based in Edina, MN. The firm has been registered since 2010. It reports $403.7 million in regulatory assets under management and employs 5 people.
View on SEC.gov ↗

Acumen Financial Advisors, LLC owners & executives

2 reported
NameTitleOwnershipSince
Deborah Palmer FuttererChief Compliance OfficerUnder 5%2022
Todd William Steger ControlDirect OwnerOver 75%2009

Frequently asked questions

How much does Acumen Financial Advisors, LLC manage?

Acumen Financial Advisors, LLC reports $403.7 million in regulatory assets under management on its Form ADV.

How many employees does Acumen Financial Advisors, LLC have?

Acumen Financial Advisors, LLC reports 5 employees.

Where is Acumen Financial Advisors, LLC located?

Acumen Financial Advisors, LLC is based in Edina, MN and has been SEC-registered since 2010.

Does Acumen Financial Advisors, LLC disclose fund performance?

Acumen Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3601 West 76th Street, Suite 475, Edina, MN 55435
Phone952-521-1625
Fax952-521-1635
Office hours7:30 a.m. To 4:30 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary—
Non-discretionary$403.7M
Total (RAUM)$403.7M