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Machtig Advisory Services, LLC (Bloomington)


Machtig Advisory Services, LLC is a large advisory firm based in Bloomington. It manages $25.66 million of regulatory assets for 311 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Colorado, Connecticut, Florida, and 7 other states.

Machtig Advisory Services provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Machtig Advisory Services: assets under management

The assets under management (AUM) of Machtig Advisory Services, LLC is $25.66 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -10% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $25.66 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $82.52 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Machtig Advisory Services, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Bloomington

The principal office where Machtig Advisory Services, LLC performs its advisory services is located at 5270 West 84 Th Street, Bloomington, MN 55437, which is also the mailing address of the firm. An additional office of the firm is in Destin, FL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 952-831-8243 or by fax 952-831-5563. The normal business hours are 8:00 a.m.-4:00 p.m. on Monday - Friday.


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