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Building 2FLOURISH WEALTH MANAGEMENT INC.

Map pinEDINA, MN
Phone(952) 392-4474
NotebookSEC #801-113325
Total AUM
$455.2M
Employees
7
Clients
158

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3300 EDINBOROUGH WAY
SUITE 420
EDINA
MN 55435
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
(952) 392-4474

ReceiptFinancials

Total AUM
$455.2M
Accounts
900
Discretionary
$428.7M
Accounts
887
Non-Discretionary
$26.5M
Accounts
13

ContactClients

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Individual Clients
9
AUM
$4.5M
HNW Individual Clients
148
AUM
$448.7M
Pension/Profit Sharing Plan Clients
1
AUM
$2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
PROJECT-BASED FINANCIAL CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLMNTXWI

HandshakeAffiliates

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

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