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MSM FINANCIAL, LLC
CRD 298606
4999 FRANCE AVE SOUTH, SUITE 245, MINNEAPOLIS, MN, 55410, United States
Phone
612-607-6594
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$14.4M
Discretionary AUM
$14.4M
Team
1 total employees; 1 advisory reps; 25 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 9 | $1.3M |
| High net worth individuals | 7 | $13.2M |
All web addresses on file
Official SEC filing: View on IAPD