Ffp Wealth Management, LLC (Coon Rapids)

Ffp Wealth Management, LLC is a large advisory firm based in Coon Rapids. It manages $106.77 million of regulatory assets for 648 client accounts. It has been registered with the SEC as an adviser since 2019 and has operated in the jurisdictions of Minnesota, Texas, and Wisconsin.

Ffp Wealth Management provides financial planning services and portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Ffp Wealth Management: assets under management

The assets under management (AUM) of Ffp Wealth Management, LLC is $106.77 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $106.77 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $164.77 thousand each.

Investments

The firm invests in investment and business development companies the most. They account for 74% of the total AUM. The second-largest asset type is exchange traded securities, which make up 22% of the firm’s portfolio. Investments in other assets form 4% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Ffp Wealth Management, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Ffp Wealth Management serves?

The firm provides services to individuals, charitable organizations, and high net worth individuals. The largest group of clients of Ffp Wealth Management is individuals with 187 clients and $61.7 million of assets under management. Among the 9 most similar advisory firms, Ffp Wealth Management has the 2nd highest percentage of individuals out of all clients.

The amount of regulatory assets under management is $106.77 million for 217 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Ffp Wealth Management doesn't advise any private funds.

Careers at Ffp Wealth Management, LLC

The company employs 2 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Tiffany Kay Brynteson	Member/chief compliance officer	1 Jan 2019	50% - 75%	6269285
Anthony Gerard Rush	Member	1 Jan 2019	50% - 75%	5893654

Based in Coon Rapids

The principal office where Ffp Wealth Management, LLC performs its advisory services is located at 11375 Robinson Drive, Suite 200, Coon Rapids, MN 55433, which is also the mailing address of the firm. An additional office of the firm is in Eagan, MN. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 763-231-2760 or by fax 763-231-2770. The normal business hours are 8-5 on Monday - Friday.