Company Overview
- Headquarters
- 5600 W 83rd St, Bloomington MN
- Website
- raymondjames.com/mcnellisasato
- Employees
- 6
- Founded in
- 1970
- Industry
- Financial Services
Financials & Stats
Revenue
$3B
Who is McNellis Asato Ltd
McNellis & Asato, Ltd. is a boutique wealth management firm based in Bloomington, Minnesota. Founded in 1970, the firm is comprised of four employees and generates an annual revenue of $2.5 million. McNellis & Asato provides financial services to individuals, families, and businesses. Their team approach to financial planning combines the expertise of multiple professionals to offer clients a comprehensive range of services. The firm prioritizes understanding each client's unique circumstances to create personalized financial plans that guide their financial journey. In addition to its standard services, McNellis & Asato dedicates its time to working with families of children with special needs on a pro bono basis. The firm can be reached through their website at raymondjames.com/mcnellisasato. Investment advisory services are offered through McNellis & Asato, Ltd., and Raymond James Financial Services Advisors, Inc. Securities are offered through Raymond James Financial Services, Inc., Member FINRA/SIPC.
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| 3M | 3 | Urban Honolulu, HI | ||
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| 3M |