A
CRD: 152748
Acumen Financial Advisors, LLC
Edina, MN, 55435
9525211625
$465.2M Total AUM
$0 Disc. AUM
-- 3Y CAGR
5 Employees
220 ADV. Clients
16 yrs Firm Age
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- Custodian
- Pershing
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-25-2010
- Office Locations
- 1
Office Locations
3601 West 76th Street Suite 475 Edina MN
About Acumen Financial Advisors, LLC
Acumen Financial Advisors, LLC is a Edina-based RIA. The firm has been operating for 16 years. Managing $465.2M in total assets under management, with 1 advisory representatives. They custody assets with Pershing. Services offered include 529 Plans, Asset Management, Estate Planning.
Team overview
-- AVG AGE
$465.2M AVG AUM / ADVISOR
$2.1M AVG AUM / CLIENT
8.3 yrs AVG TENURE
5 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
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Owner & Executives
T
TODD WILLIAM STEGER
--
- CRD
- #2358695
- Ownership
- 75% or more
(218) 437-3457
atlas.element@legacycapital.com
in linkedin.com/in/atlas-summit
D
DEBORAH PALMER JOHNSON
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
(228) 566-1702
quantum.vital@atlascapital.com
in linkedin.com/in/insight-oak
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $465,210,861 | $745,530 |
| Total | $465,210,861 | $745,530 |
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Separately Managed Accounts
Total SMA Asset: $465,210,861
Equity - Exchange:
72.3% Cash:
27.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $4,182,311,342 | 72.3% |
| Cash | $1,602,351,648 | 27.7% |
| Total | $5,784,662,990 | 100.0% |