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FYOOZ FINANCIAL PLANNING
FYOOZ FINANCIAL PLANNING LLC
CRD 304113
121 WASHINGTON AVE. N, 2ND FLOOR, MINNEAPOLIS, MN, 55401, United States
Phone
507-696-4496
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$59.0M
Discretionary AUM
$59.0M
Team
3 total employees; 3 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 42 | $47.0M |
| High net worth individuals | 37 | $12.0M |
All web addresses on file
Official SEC filing: View on IAPD