Custom Funds Management

Custom Funds Management (CRD# 153698) is a financial advisory firm headquartered in , . They manage $1,600,000 in 19 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    19
    ACCOUNTS
  • Average Account Value
    $84,211
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MN

Financial Advisors at Custom Funds Management
Showing 1 - 1 of 1 top financial advisors.
1
Lee A. Redman
CRD#: 5781772
Prior Lake, MN
81
Wealthminder
score

Lee Redman (CRD# 5781772) is an Investment Advisor Representative working at Custom Funds Management in Prior Lake, MN and has over 6 years of experience in the finance industry.

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