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BANE O'LEARY LLC
CRD 286450
8000 NORMAN CENTER DRIVE, SUITE 230, BLOOMINGTON, MN, 55437, United States
Phone
952-236-4213
Fax
952-831-0993
Registration
— (—)
Source
State registered
Total AUM
$85.3M
Discretionary AUM
$85.3M
Team
4 total employees; 4 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 142 | $49.4M |
| High net worth individuals | 24 | $35.1M |
All web addresses on file
Official SEC filing: View on IAPD