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Building 2LEDGE WEALTH

Map pinSARTELL, MN
Phone320-281-3203
NotebookSEC #801-112690
Total AUM
$350.9M
Employees
9
Clients
310

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2454 8TH AVENUE SOUTH
SUITE 200
SARTELL
MN 56377
United States
Operating Hours
M-THUR 8:00 - 5:00 FRI 8-4
M-THUR 8:00 - 5:00 FRI 8-4
Phone
320-281-3203

ReceiptFinancials

Total AUM
$350.9M
Accounts
854
Discretionary
$350.9M
Accounts
854
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
207
AUM
$89.6M
HNW Individual Clients
101
AUM
$257.8M
Pension/Profit Sharing Plan Clients
1
AUM
$1.3M
Charitable Organization Clients
1
AUM
$2.1M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
MNNETX

HandshakeAffiliates

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

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