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MHS ADVISORY SERVICES, LLC
CRD 174590 · SEC 801-80877
11330 86TH AVENUE NORTH, MAPLE GROVE, MN, 55369, United States
Phone
952-541-9201
Fax
952-400-4900
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$253.3M
Discretionary AUM
$173.0M
Team
7 total employees; 7 advisory reps; 1 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees; THIRD PARTY REFERRAL FEES
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 240 | $105.2M |
| High net worth individuals | 70 | $147.6M |
| Charitable organizations | 2 | $303K |
| Corporations/business entities | 1 | $279K |
States served
CA, MN, TX
All web addresses on file
Official SEC filing: View on IAPD