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Building 2LEGACY WEALTH

Map pinWOODBURY, MN
Phone651-621-2383
NotebookSEC #801-118042
Total AUM
$546M
Employees
14
Clients
493

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
683 BIELENBERG DRIVE
SUITE 101
WOODBURY
MN 55125
United States
Operating Hours
8 AM - 5 PM
Monday - Friday
Phone
651-621-2383

ReceiptFinancials

Total AUM
$546M
Accounts
1,629
Discretionary
$515M
Accounts
1,368
Non-Discretionary
$31M
Accounts
261

ContactClients

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Individual Clients
347
AUM
$94M
HNW Individual Clients
146
AUM
$452M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCOFLMNNETXWI

HandshakeAffiliates

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

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