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Building 2BOND & DEVICK WEALTH PARTNERS

Map pinSAINT LOUIS PARK, MN
Phone(952) 591-0113
NotebookSEC #801-107852
Total AUM
$705.5M
Employees
16
Clients
518

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
600 SOUTH HWY 169
SUITE 675
SAINT LOUIS PARK
MN 55426
United States
Operating Hours
7:30 A.M. TO 5:00 P.M.
Monday - Friday
Phone
(952) 591-0113

ReceiptFinancials

Total AUM
$705.5M
Accounts
1,301
Discretionary
$704.3M
Accounts
1,271
Non-Discretionary
$1.2M
Accounts
30

ContactClients

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Individual Clients
183
AUM
$59.1M
HNW Individual Clients
330
AUM
$633M
Charitable Organization Clients
5
AUM
$13.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLLAMNNMORSDTXWAWI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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