CALHOUN FINANCIAL PLANNING AND MANAGEMENT
CALHOUN FINANCIAL PLANNING AND MANAGEMENT of MINNEAPOLIS, MN is an SEC-registered investment adviser (CRD 286389). Regulatory assets under management: $57.0M.
Registration
- CRD: 286389
- SEC file number: 801-108941
- Type: Registered investment adviser
- Location: 333 WASHINGTON AVE N, SUITE 300, MINNEAPOLIS, MN, 55401
- Phone: 952-297-5840
- Latest filing: 2026-01-30
- Regulatory AUM: $57.0M
- Discretionary AUM: $57.0M
- Clients: 1
- Accounts: 375
Business model
Compensation: % of AUM.
Clients served: High net worth.
Officers, owners & control persons (1)
| Name | Role | Location |
|---|
| AAMOT THOMAS VERDIE | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
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