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BANNERSTONE CAPITAL

BANNERSTONE CAPITAL MANAGEMENT, LLC

CRD 147447 · SEC 801-132043

Visit website

328 BARRY AVENUE SOUTH, SUITE 210, WAYZATA, MN, 55391, United States

Phone

952-249-8888

Fax

952-249-8891

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$155.3M

Discretionary AUM

$155.3M

Team

3 total employees; 3 advisory reps

Clients

0

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-03-16

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals78$32.4M
High net worth individuals28$122.9M

States served

CA, MN, WI

All web addresses on file

Official SEC filing: View on IAPD