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Building 2ARETE WEALTH STRATEGISTS

Map pinMINNEAPOLIS, MN
Phone(415) 375-0850
NotebookSEC #801-120111
Total AUM
$64.5M
Employees
2
Clients
72

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
729 N WASHINGTON AVE
6TH FLOOR
MINNEAPOLIS
MN 55401
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
(415) 375-0850
Other Offices
2

ReceiptFinancials

Total AUM
$64.5M
Accounts
236
Discretionary
$64.5M
Accounts
236
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
22
AUM
$6.5M
HNW Individual Clients
48
AUM
$54.4M
Pension/Profit Sharing Plan Clients
2
AUM
$3.6M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CATXWI

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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