Ffp Wealth Acquistion, LLC is a large advisory firm based in Coon Rapids. It manages $106.77 million of regulatory assets for 648 client accounts. It has been registered with the SEC as an adviser since 2019 and has operated in the jurisdictions of Minnesota, Texas, and Wisconsin.
Ffp Wealth Acquistion provides financial planning services and portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Ffp Wealth Acquistion, LLC is $106.77 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Ffp Wealth Acquistion, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, and high net worth individuals. The largest group of clients of Ffp Wealth Acquistion is individuals with 187 clients and $61.7 million of assets under management. Among the 9 most similar advisory firms, Ffp Wealth Acquistion has the 2nd highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $106.77 million for 217 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Ffp Wealth Acquistion doesn't advise any private funds.
The company employs 2 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Ffp Wealth Acquistion, LLC performs its advisory services is located at 11375 Robinson Drive, Suite 200, Coon Rapids, MN 55433, which is also the mailing address of the firm. An additional office of the firm is in Eagan, MN. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 763-231-2760 or by fax 763-231-2770. The normal business hours are 8-5 on Monday - Friday.