EDEN PRAIRIE, MNCRD 318144Latest ADV March 27, 2026
Christensen Group Financial, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Eden Prairie, MN. Its latest Form ADV filing, dated March 27, 2026, reports $25M in regulatory assets under management, 6 employees, 1 office, and 94 accounts.
Assets Under Management
$25M
Employees
6
Offices
1 office
Total Clients
270
Primary office
EDEN PRAIRIE, MN
9855 WEST 78TH STREET, SUITE 100, EDEN PRAIRIE, MN, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentPension Plans represent 85.2% of total clients.
Top client categories% of clientsClients
1
Pension Plans
85.2%
230
2
Individuals
9.3%
25
3
HNWI
5.6%
15
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$25Mas of March 27, 2026
Discretionary100.0%
$25M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$25M
Total Accounts94
10Y AUM Change+$25M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee45:1
10Y Employee Change+1 (+20.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.