MSM FINANCIAL, LLC

MSM FINANCIAL, LLC of MINNEAPOLIS, MN is an SEC-registered investment adviser (CRD 298606). Regulatory assets under management: $14.4M.

Registration

• CRD: 298606
• Type: Registered investment adviser
• Location: 4999 FRANCE AVE SOUTH, MINNEAPOLIS, MN, 55410
• Phone: 612-607-6594
• Latest filing: 2026-03-16
• Regulatory AUM: $14.4M
• Discretionary AUM: $14.4M
• Clients: 1
• Accounts: 31

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 298606 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search