ADVISORY SOLUTIONS GROUP

ADVISORY SOLUTIONS GROUP, LLC

CRD 339919 · SEC 801-135130

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505 N HIGHWAY 169, SUITE 900, PLYMOUTH, MN, 55441, United States

Phone

763-417-1700

Fax

763-417-1701

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$408.4M

Discretionary AUM

$408.4M

Team

40 total employees; 33 advisory reps

Clients

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-05-07

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersTURNKEY ASSET MANAGEMENT FOR RIA FIRMS

Client types

Type	Clients	AUM
Individuals	701	$238.2M
High net worth individuals	106	$170.1M

States served

VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

https://www.advisorysolutions.com

Official SEC filing: View on IAPD