Advisory Solutions Group, LLC
● SEC registered since 2026CRD 339919SEC# 801-135130Plymouth, MN
Reg. AUM
$408.4M
Employees
40
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 40 people.
Advisory Solutions Group, LLC owners & executives
37 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Elizabeth Ann Furcht | Secretary | Under 5% | 2025 |
| Frederick James Shideman Control | Chief Platform Officer And Chief Information Security Officer | Under 5% | 2025 |
| James Loren Cahn Control | Chair Of Investment Committee And Chief Strategy Officer | Under 5% | 2025 |
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Join to unlock · $37/moFrequently 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 40 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
| Address | 505 N Highway 169, Suite 900, Plymouth, MN 55441 |
| Phone | 763-417-1700 |
| Fax | 763-417-1701 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$408.4MNo change
May '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 53%
Larger than 47% of 16,271 advisers
EmployeesTop 14%
More than 86% of 16,825 advisers
Assets under management
$408.4Mregulatory AUM
Discretionary $408.4M