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Building 2TRUNORTH WEALTH PARTNERS

Map pinST. PAUL, MN
Phone651-735-5878
NotebookSEC #801-108277
Total AUM
$516.8M
Employees
8
Clients
226

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3050 WELLS FARGO PLACE
30 EAST 7TH STREET
ST. PAUL
MN 55101
United States
Operating Hours
9 A.M. TO 4 P.M.
Monday - Friday
Phone
651-735-5878
Other Offices
1

ReceiptFinancials

Total AUM
$516.8M
Accounts
1,201
Discretionary
$496.3M
Accounts
1,159
Non-Discretionary
$20.5M
Accounts
42

ContactClients

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Individual Clients
107
AUM
$36.2M
HNW Individual Clients
109
AUM
$405.4M
Pension/Profit Sharing Plan Clients
1
AUM
$3.2M
Charitable Organization Clients
9
AUM
$72M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
INVESTMENT CONSULTATIONS
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACTFLMNNENHOKTXWAWI

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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