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Advisory Solutions Group, LLC

● SEC registered since 2026CRD 339919SEC# 801-135130Plymouth, MN
Export (members)
Reg. AUM
$408.4M
Employees
50
Accounts
2,062
Location
Plymouth, MN

Advisory Solutions Group, LLC assets under management

Advisory Solutions Group, LLC is a registered investment adviser overseen by the SEC based in Plymouth, MN. The firm has been registered since 2026. It reports $408.4 million in regulatory assets under management and employs 50 people.

Advisory Solutions Group, LLC owners & executives

38 reported
NameTitleOwnershipSince
Frederick James Shideman ControlChief Platform Officer And Chief Information Security OfficerUnder 5%2025
James Loren Cahn ControlChair Of Investment Committee And Chief Strategy OfficerUnder 5%2025
Jeffrey Thomas Harold Dekko ControlChief Manager And PresidentUnder 5%2025
Joseph Alan Dieckhaus ControlChief Compliance OfficerUnder 5%2025
Kelly Joseph Windorski ControlChief Financial Officer And TreasurerUnder 5%2025
Victoria Denaro ControlAssistant SecretaryUnder 5%2026
Wealth Enhancement Group, LLC ControlSole MemberOver 75%2025
William Henry Rice ControlSecretaryUnder 5%2026
Onex American Holdings Subco LLC ControlOwnerOver 75%2014
Onex Capital V International GP LP ControlOwner25-50%2021
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Frequently asked questions

How much does Advisory Solutions Group, LLC manage?

Advisory Solutions Group, LLC reports $408.4 million in regulatory assets under management on its Form ADV.

How many employees does Advisory Solutions Group, LLC have?

Advisory Solutions Group, LLC reports 50 employees.

Where is Advisory Solutions Group, LLC located?

Advisory Solutions Group, LLC is based in Plymouth, MN and has been SEC-registered since 2026.

Does Advisory Solutions Group, LLC disclose fund performance?

Advisory Solutions Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address505 N Highway 169, Suite 900, Plymouth, MN 55441
Phone763-417-1700
Fax763-417-1701
Office hours8:00 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Regulatory AUM

$408.4MNo change
May '26 — $408.4MJun '26 — $408.4MJul '26 — $408.4M
May '26Form ADV, monthlyJul '26

How this firm compares

Regulatory AUMTop 53%
Larger than 47% of 16,306 advisers
EmployeesTop 12%
More than 88% of 16,824 advisers

Assets under management

$408.4Mregulatory AUM
Discretionary $408.4M