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CTB Financial Services

EST. AUM
$218,319,178

CONTACTS
2

CLIENT ACCOUNTS
1,033

Firm Details

Metro area Minneapolis
CRD Number 141278
Website ctbfin.com
Client types

Overview

Acquired by Creative Planning in August 2023 Founded more than two decades ago as a tax planning solutions firm, Minneapolis-based CTB now offers tax optimization strategies as well as investment management

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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