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Building 2LOGAN PARK WEALTH MANAGEMENT

Map pinMINNEAPOLIS, MN
Phone(612) 315-2105
NotebookSEC #801-114689
Total AUM
$464.8M
Employees
6
Clients
409

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
121 S. 8TH STREET
SUITE 1110
MINNEAPOLIS
MN 55402
United States
Operating Hours
9:00 AM TO 5:00PM
Monday - Friday
Phone
(612) 315-2105

ReceiptFinancials

Total AUM
$464.8M
Accounts
1,452
Discretionary
$464.1M
Accounts
1,451
Non-Discretionary
$743K
Accounts
1

ContactClients

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Individual Clients
303
AUM
$159M
HNW Individual Clients
105
AUM
$294M
Charitable Organization Clients
1
AUM
$11.8M

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
CACOFLIAILMAMNNCNHORTXWI

HandshakeAffiliates

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

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