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Building 2GUARDIAN WEALTH STRATEGIES, LLC

Map pinMINNEAPOLS, MN
Phone952-746-1746
NotebookSEC #801-107034
Total AUM
$1.1B
Employees
11
Clients
1,273

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6465 WAYZATA BLVD
STE 230
MINNEAPOLS
MN 55426
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
952-746-1746
Other Offices
2

ReceiptFinancials

Total AUM
$1.1B
Accounts
4,278
Discretionary
$1.1B
Accounts
4,278
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
858
AUM
$332.6M
HNW Individual Clients
376
AUM
$775.9M
Charitable Organization Clients
39
AUM
$29.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLMNNENHTXWAWI

HandshakeAffiliates

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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