Active
RELEVE FINANCIAL GROUP
Investment Advice|WOODBURY, MN
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$222.8M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 222.8M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 285243 |
| SEC Number | 801-108540 |
| Street Address | 724 BIELENBERG DRIVE |
| Street Address 2 | #2 |
| Location | WOODBURY, MN 55125 |
| Country | United States |
| Phone | 612-801-0556 |
| Total Employees | 8 |
| Business Types | insurance_broker |
Client Count by Type (307 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 233 |
| High Net Worth Individual… | 74 |
Community Partners
CITY OF AFTON
CITY OF BAYPORT
CITY OF BIRCHWOOD
CITY OF COTTAGE GROVE
CITY OF DELLWOOD
CITY OF FOREST LAKE
CITY OF GRANT
CITY OF HUGO
CITY OF LAKELAND
CITY OF LAKELAND SHORES
CITY OF LAKE ST CROIX BEACH
CITY OF LANDFALL
CITY OF MAHTOMEDI
CITY OF MARINE ON ST CROIX
CITY OF NEWPORT
CITY OF OAKDALE
CITY OF PINE SPRINGS
CITY OF ST MARY'S POINT
CITY OF ST PAUL PARK
CITY OF WILLERNIE
CITY OF AFTON
CITY OF BAYPORT
CITY OF BIRCHWOOD
CITY OF COTTAGE GROVE
CITY OF DELLWOOD
CITY OF FOREST LAKE
CITY OF GRANT
CITY OF HUGO
CITY OF LAKELAND
CITY OF LAKELAND SHORES
CITY OF LAKE ST CROIX BEACH
CITY OF LANDFALL
CITY OF MAHTOMEDI
CITY OF MARINE ON ST CROIX
CITY OF NEWPORT
CITY OF OAKDALE
CITY OF PINE SPRINGS
CITY OF ST MARY'S POINT
CITY OF ST PAUL PARK
CITY OF WILLERNIE
CITY OF AFTON
CITY OF BAYPORT
CITY OF BIRCHWOOD
CITY OF COTTAGE GROVE
CITY OF DELLWOOD
CITY OF FOREST LAKE
CITY OF GRANT
CITY OF HUGO
CITY OF LAKELAND
CITY OF LAKELAND SHORES
CITY OF LAKE ST CROIX BEACH
CITY OF LANDFALL
CITY OF MAHTOMEDI
CITY OF MARINE ON ST CROIX
CITY OF NEWPORT
CITY OF OAKDALE
CITY OF PINE SPRINGS
CITY OF ST MARY'S POINT
CITY OF ST PAUL PARK
CITY OF WILLERNIE
Municipal Government
26 Active
26
Organizations
BROWNS CREEK WATERSHED DISTRICT
CARNELIAN-MARINE SAINT-CROIX WATERSHED DISTRICT
CENTRAL ST CROIX VALLEY JOINT CABLE COMMUNICATIONS COMMISSION
LOWER SAINT CROIX VALLEY FIRE PROTECTION
LOWER ST CROIX VALLEY FIRE PROTECTION DISTRICT
LOWER ST CROIX VALLEY JOINT CABLE COMMUNICATIONS COMMISSION
MIDDLE ST CROIX WATERSHED MANAGEMENT ORGANIZATION
SOUTH WASHINGTON WATERSHED DISTRICT
WASHINGTON COUNTY HOUSING AND REDEVELOPMENT AUTHORITY
WASHINGTON COUNTY SOIL AND WATER CONSERVATION DISTRICT
BROWNS CREEK WATERSHED DISTRICT
CARNELIAN-MARINE SAINT-CROIX WATERSHED DISTRICT
CENTRAL ST CROIX VALLEY JOINT CABLE COMMUNICATIONS COMMISSION
LOWER SAINT CROIX VALLEY FIRE PROTECTION
LOWER ST CROIX VALLEY FIRE PROTECTION DISTRICT
LOWER ST CROIX VALLEY JOINT CABLE COMMUNICATIONS COMMISSION
MIDDLE ST CROIX WATERSHED MANAGEMENT ORGANIZATION
SOUTH WASHINGTON WATERSHED DISTRICT
WASHINGTON COUNTY HOUSING AND REDEVELOPMENT AUTHORITY
WASHINGTON COUNTY SOIL AND WATER CONSERVATION DISTRICT
BROWNS CREEK WATERSHED DISTRICT
CARNELIAN-MARINE SAINT-CROIX WATERSHED DISTRICT
CENTRAL ST CROIX VALLEY JOINT CABLE COMMUNICATIONS COMMISSION
LOWER SAINT CROIX VALLEY FIRE PROTECTION
LOWER ST CROIX VALLEY FIRE PROTECTION DISTRICT
LOWER ST CROIX VALLEY JOINT CABLE COMMUNICATIONS COMMISSION
MIDDLE ST CROIX WATERSHED MANAGEMENT ORGANIZATION
SOUTH WASHINGTON WATERSHED DISTRICT
WASHINGTON COUNTY HOUSING AND REDEVELOPMENT AUTHORITY
WASHINGTON COUNTY SOIL AND WATER CONSERVATION DISTRICT
Special District
10 Active
10
Organizations
FOREST LAKE SCH DIST 831
INDEPENDENT SCHOOL DISTRICT 833
MAHTOMEDI SCH DIST 832
MATH & SCIENCE ACADEMY
SOUTH WASHINGTON CNTY SCHOOL DIST 833
STILLWATER SCH DIST 834
FOREST LAKE SCH DIST 831
INDEPENDENT SCHOOL DISTRICT 833
MAHTOMEDI SCH DIST 832
MATH & SCIENCE ACADEMY
SOUTH WASHINGTON CNTY SCHOOL DIST 833
STILLWATER SCH DIST 834
FOREST LAKE SCH DIST 831
INDEPENDENT SCHOOL DISTRICT 833
MAHTOMEDI SCH DIST 832
MATH & SCIENCE ACADEMY
SOUTH WASHINGTON CNTY SCHOOL DIST 833
STILLWATER SCH DIST 834
School District
6 Active
6
Organizations
100 Black Men of the Twin Cities Inc
2020 INSTITUTE
40 WINKS FOUNDATION
8 TO A LAMP
ABBAS HOME MINISTRIES
ABC PAYEE INC
A BETTER RECOVERY HOUSE FOUNDATION
ABIDE IN JESUS LIBERTY CHURCH
ABRIENDOCAMINOSMN
ACE FOUNDATION
ACM INDIA INC
ADOPT A ROOM FOUNDATION
AFRICAN COMMUNITY HEALTH INITIATIVE
AFRICAN HEALTHCARE WORKERS UNITED
AFRICAN TECHNOLOGIST MAGAZINE
AFTON ALPS ALPINE INC
AFTON HISTORICAL SOCIETY
AFTON-LAKELAND SCHOOL PTA
AFTON PARADE COMMITTE
AFTON VILLAGE BUSINESS ASSOCIATION
100 Black Men of the Twin Cities Inc
2020 INSTITUTE
40 WINKS FOUNDATION
8 TO A LAMP
ABBAS HOME MINISTRIES
ABC PAYEE INC
A BETTER RECOVERY HOUSE FOUNDATION
ABIDE IN JESUS LIBERTY CHURCH
ABRIENDOCAMINOSMN
ACE FOUNDATION
ACM INDIA INC
ADOPT A ROOM FOUNDATION
AFRICAN COMMUNITY HEALTH INITIATIVE
AFRICAN HEALTHCARE WORKERS UNITED
AFRICAN TECHNOLOGIST MAGAZINE
AFTON ALPS ALPINE INC
AFTON HISTORICAL SOCIETY
AFTON-LAKELAND SCHOOL PTA
AFTON PARADE COMMITTE
AFTON VILLAGE BUSINESS ASSOCIATION
100 Black Men of the Twin Cities Inc
2020 INSTITUTE
40 WINKS FOUNDATION
8 TO A LAMP
ABBAS HOME MINISTRIES
ABC PAYEE INC
A BETTER RECOVERY HOUSE FOUNDATION
ABIDE IN JESUS LIBERTY CHURCH
ABRIENDOCAMINOSMN
ACE FOUNDATION
ACM INDIA INC
ADOPT A ROOM FOUNDATION
AFRICAN COMMUNITY HEALTH INITIATIVE
AFRICAN HEALTHCARE WORKERS UNITED
AFRICAN TECHNOLOGIST MAGAZINE
AFTON ALPS ALPINE INC
AFTON HISTORICAL SOCIETY
AFTON-LAKELAND SCHOOL PTA
AFTON PARADE COMMITTE
AFTON VILLAGE BUSINESS ASSOCIATION
Nonprofit Organization
795 Active
795
Organizations
Community Partners92 organizations
CITY OF COTTAGE GROVE
Municipal Government·COTTAGE GROVE
CITY OF MAHTOMEDI
Municipal Government·MAHTOMEDI
CITY OF NEWPORT
Municipal Government·NEWPORT
CITY OF PINE SPRINGS
Municipal Government·PINE SPRINGS
CENTRAL ST CROIX VALLEY JOINT CABLE COMMUNICATIONS COMMISSION
Special District·STILLWATER
LOWER SAINT CROIX VALLEY FIRE PROTECTION
Special District·LAKELAND
LOWER ST CROIX VALLEY FIRE PROTECTION DISTRICT
Special District·LAKELAND
LOWER ST CROIX VALLEY JOINT CABLE COMMUNICATIONS COMMISSION
Special District·LAKELAND
SOUTH WASHINGTON WATERSHED DISTRICT
Special District·WOODBURY
WASHINGTON COUNTY SOIL AND WATER CONSERVATION DISTRICT
Special District·FARMINGTON
INDEPENDENT SCHOOL DISTRICT 833
School District·COTTAGE GROVE
MATH & SCIENCE ACADEMY
School District·WOODBURY
100 Black Men of the Twin Cities Inc
Nonprofit Organization·Woodbury
2020 INSTITUTE
Nonprofit Organization·Cottage Grove
40 WINKS FOUNDATION
Nonprofit Organization·OAKDALE
8 TO A LAMP
Nonprofit Organization·WOODBURY
ABBAS HOME MINISTRIES
Nonprofit Organization·WOODBURY
ABC PAYEE INC
Nonprofit Organization·COTTAGE GROVE
A BETTER RECOVERY HOUSE FOUNDATION
Nonprofit Organization·WOODBURY
ABIDE IN JESUS LIBERTY CHURCH
Nonprofit Organization·Oakdale
ABRIENDOCAMINOSMN
Nonprofit Organization·Woodbury
ACE FOUNDATION
Nonprofit Organization·Cottage Grove
ACM INDIA INC
Nonprofit Organization·Cottage Grove
ADOPT A ROOM FOUNDATION
Nonprofit Organization·WOODBURY
AFRICAN COMMUNITY HEALTH INITIATIVE
Nonprofit Organization·Woodbury
AFRICAN HEALTHCARE WORKERS UNITED
Nonprofit Organization·WOODBURY
AFRICAN TECHNOLOGIST MAGAZINE
Nonprofit Organization·Cottage Grove
AFTON ALPS ALPINE INC
Nonprofit Organization·AFTON
AFTON HISTORICAL SOCIETY
Nonprofit Organization·AFTON
AFTON-LAKELAND SCHOOL PTA
Nonprofit Organization·LAKELAND
AFTON PARADE COMMITTE
Nonprofit Organization·AFTON
AFTON VILLAGE BUSINESS ASSOCIATION
Nonprofit Organization·afton
AHAVA PROJECT
Nonprofit Organization·WOODBURY
AID AFRICA INC AA
Nonprofit Organization·Woodbury
ALLIANCE FOR EDUCATIONAL EQUITY
Nonprofit Organization·Woodbury
ALL OUR BOYS INC
Nonprofit Organization·WOODBURY
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
Nonprofit Organization·WOODBURY
AMERICAN CORRECTIONAL HEALTH SERVICE ASSOCIATION-MN CHAPTER
Nonprofit Organization·Oakdale
AMERICAN DONOR SERVICES
Nonprofit Organization·COTTAGE GROVE
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
Nonprofit Organization·COTTAGE GROVE
AMERICAN FEDERATION OF TEACHERS
Nonprofit Organization·Woodbury
AMERICAN FEDERATION OF TEACHERS
Nonprofit Organization·Cottage Grove
AMERICAN HERITAGE FOUNDATION INC
Nonprofit Organization·Oakdale
AMERICAN HORSE RESCUE NETWORK
Nonprofit Organization·HUGO
AMERICAN INSTITUTE OF CHEMICAL ENGINEERS
Nonprofit Organization·Woodbury
AMERICAN LEGION
Nonprofit Organization·HUGO
AMERICAN LEGION
Nonprofit Organization·Oakdale
AMERICAN LEGION AUXILIARY
Nonprofit Organization·Bayport
AMERICAN LEGION AUXILIARY
Nonprofit Organization·Hugo
AMERICAN LEGION AUXILIARY
Nonprofit Organization·ST PAUL PARK
AMERICAN LEGION AUXILIARY
Nonprofit Organization·Mahtomedi
AMERICAN LEGION POST 491
Nonprofit Organization·BAYPORT
AMERICAN LIFE SCIENCES INNOVATION
Nonprofit Organization·OAKDALE
American Nursing & Technical Institute Llc
Nonprofit Organization·Cottage Grove
AMERICAN-RUSSIAN CHAMBER OF COMMERCE OF MINNESOTA
Nonprofit Organization·Woodbury
AMERICAN SLAVIC INSTITUTE
Nonprofit Organization·Cottage Grove
AMERICAN VOLKSSPORT ASSOCIATION INC
Nonprofit Organization·Woodbury
ANCHOR 13 STUDIO INC
Nonprofit Organization·Woodbury
ANCIENT FREE & ACCEPTED MASONS OF MINNESOTA
Nonprofit Organization·Woodbury
ANCIENT FREE & ACCEPTED MASONS OF MINNESOTA
Nonprofit Organization·Cottage Grove
ANCIENT FREE & ACCEPTED MASONS OF MINNESOTA
Nonprofit Organization·St Paul Park
ANCIENT FREE & ACCEPTED MASONS OF MINNESOTA
Nonprofit Organization·St Paul Park