Custom Funds Management LLC

Custom Funds Management LLC (CRD# 153698) is a financial advisory firm headquartered in , . They manage $14,100,000 in 39 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.linkedin.com
By the Numbers
  • Total Assets Under Management
    14
    MILLION
  • Total Number of Accounts
    39
    ACCOUNTS
  • Average Account Value
    $361,538
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MN

Financial Advisors at Custom Funds Management LLC
Showing 1 - 2 of 2 top financial advisors.
1
Lee Redman, financial advisor Prior Lake MN
Lee A. Redman
CRD#: 5781772
Prior Lake, MN

Lee Redman (CRD# 5781772) is an Investment Advisor Representative working at Custom Funds Management LLC in Prior Lake, MN and has over 14 years of experience in the finance industry.

2
Henry Stokman, financial advisor Prior Lake MN
Henry L. Stokman
CRD#: 7219019
Prior Lake, MN

Henry Stokman (CRD# 7219019) is an Investment Advisor Representative working at Custom Funds Management LLC in Prior Lake, MN and has over 4 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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