Nfp Corporate Services (Mn), Inc. is a large advisory firm based in Plymouth. It manages $1.41 billion of regulatory assets for 670 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdiction of Minnesota.
Nfp Corporate Services (Mn) provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, and educational seminars and workshops. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Nfp Corporate Services (Mn), Inc. is $1.41 billion. The firm's AUM has gone down by -6% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Nfp Corporate Services (Mn), Inc. for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Brett Ronald Schneider has been acting as President since 1 Jan 2009. Edward George O'malley joined the executive team most recently as the Director.
The principal office where Nfp Corporate Services (Mn), Inc. performs its advisory services is located at 9655 Schmidt Lake Road, Plymouth, MN 55442, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 763-450-1800 or by fax 763-450-1801. The normal business hours are 8 a.m. - 5 p.m. on Monday - Friday. You can find more information about the New York firm at nfpmn.com.