McNellis & Asato, Ltd.
Company

McNellis & Asato, Ltd.

Financial Services 8300 Norman Center Dr 8 employees
Employees
8
Contacts
4
Emails
4
Phones
1

McNellis & Asato, Ltd. Overview

Headquarters
8300 Norman Center Dr
Industry
Financial Services
Employees
8
Founded
1970
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About McNellis & Asato, Ltd.

Founded in 1970, McNellis & Asato, Ltd. is a Minnesota-based boutique wealth management firm committed to providing financial services to individuals, families, and businesses. We offer a team approach to financial planning, offering clients a broader scope of expertise than they will likely find in any one person. Clients are our main priority, which is why we work to understand their unique circumstances and ultimately create a distinctive plan for them that provides a roadmap for their financial journey. Our firm also works with families of children with special needs on a pro-bono basis. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC McNellis & Asato, Ltd. is not a registered Broker/Dealer and is independent of Raymond James Financial Services, Inc. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smicd.htm

McNellis & Asato, Ltd. Contact Details

People in AeroLeads
4
With contact data
4
Email contacts
4
100.0% coverage
Phone contacts
1
25.0% coverage

McNellis & Asato, Ltd. Org Chart

Sample employees and titles
Name Title Contact
Jennifer Cole Senior Client Services Associate
Email
John Comer, Cfp® Financial Advisor at Mcnellis & Asato
Email Phone
Hiroshi "Yoshi" T. Asato, Cfp®, Aams®
Email
San Asato, Cfp® Managing Financial Advisor - Mcnellis
Email

Employees by Management Level

Individual contributor 2 profiles
Senior / Lead 1 profile

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