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
Company Details
- Employees
- 8
- Founded
- -
- Address
- 8300 Norman Center Dr,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Keywords
- Financial Planning, Portfolio Management, Retirement Planning, Alternative Investments, Education Planning, Estate, Charitable & Giving Trusts, Longevity Planning.
- HQ
- Bloomington, Minnesota
Mcnellis & Asato, Ltd. Questions
Mcnellis & Asato, Ltd.'s website is https://www.raymondjames.com/mcnellisasato
Mcnellis & Asato, Ltd.'s LinkedIn profile is https://www.linkedin.com/company/mcnellis-asato
Mcnellis & Asato, Ltd. has
8 employees.
View email and phone details for 8
employees at Mcnellis & Asato, Ltd..
Mcnellis & Asato, Ltd.'s industry is
Financial Services
Mcnellis & Asato, Ltd.'s top competitors are
The Chicago Corporation,
Empowered Staffing,
Cahill Financial Advisors, Inc.,
Pine Management, Inc.,
Bgm,
Sakira Llc,
Renodis,
Caissa Wealth Strategies,
Ullico Inc.,
Rba, Inc..
Mcnellis & Asato, Ltd.'s categories are Financial Services
Mcnellis & Asato, Ltd.'s founding year is 1970
