VALTINSON BRUNER FINANCIAL PLANNING LLC

HTTPS://WWW.LINKEDIN.COM/IN/VALTINSON-BRUNER-AND-YOUNG-FINANCIAL-GROUP-723214A2/ NEW BRIGHTON, MN Investment Advisor How do I update this listing?

Valtinson Bruner Financial Planning is based out of New Brighton. Valtinson Bruner Financial Planning is a large advisory firm with 647 clients and discretionary assets under management (AUM) of $169,697,830 (Form ADV from 2018-12-06). Their last reported 13F filing for Q4 2018 included $95,671,000 in managed 13F securities and a top 10 holdings concentration of 88.46%. Valtinson Bruner Financial Planning's largest holding is SPDR Bloomberg Barclays 1-3 Month T-Bill ET with shares held of 387,892. Whalewisdom has at least 1 13F filings

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12/31/2018

Top Sells

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12/31/2018

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14

Performance for Q4 2018: Not ready yet
Performance Last 4 Quarters: 0.0%
Performance Metrics
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13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

VALTINSON BRUNER AND YOUNG FINANCIAL PLANNING
388 CLEVELAND AVE SW
NEW BRIGHTON MN    55112
Country: United States

Business Phone: 651-628-9832
Fax: 651-633-6566
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: MN
Number of employees: 7
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees,MONTHLY, QUARTERLY OR ANNUAL RETAINER
Amount of client funds and securities:
Total Number of Clients: 647
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Form 4 - Non-derivative Insider Transactions Since 12/31/2018

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