Advisory Solutions Group
Advisory Solutions Group is an SEC-registered mass-market adviser in Plymouth, MN with $408.4M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Advisory Solutions Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 339919, SEC 801-135130, data through 2026-05-07.
- AUM (assets under management / regulatory AUM)
- $408.4M (2026-05-07)
- Firm type
- Mass-Market Adviser
- Location
- Plymouth, MN
- Employees
- 40
- Clients
- 807
- CRD
- 339919
- Ownership
- SHIDEMAN, FREDERICK, JAMES; WINDORSKI, KELLY, JOSEPH; CAHN, JAMES, LOREN; DIECKHAUS, JOSEPH, ALAN; WEALTH ENHANCEMENT GROUP, LLC
How much AUM does Advisory Solutions Group have?
Advisory Solutions Group reported $408.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-07).
Who owns Advisory Solutions Group?
Disclosed owners and executives of Advisory Solutions Group include SHIDEMAN, FREDERICK, JAMES, WINDORSKI, KELLY, JOSEPH, CAHN, JAMES, LOREN, DIECKHAUS, JOSEPH, ALAN, WEALTH ENHANCEMENT GROUP, LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.