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Building 2THE WEALTH GROUP - AUSTIN B. COLBY & ASSOCIATES

Map pinEDEN PRAIRIE, MN
Phone952-937-9423
NotebookSEC #801-120158
Total AUM
$711M
Employees
12
Clients
591

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
14850 SCENIC HEIGHTS ROAD
SUITE #100
EDEN PRAIRIE
MN 55344
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
952-937-9423
Other Offices
1

ReceiptFinancials

Total AUM
$711M
Accounts
2,486
Discretionary
$707.4M
Accounts
2,467
Non-Discretionary
$3.6M
Accounts
19

ContactClients

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Individual Clients
314
AUM
$161.7M
HNW Individual Clients
277
AUM
$549.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLILLAMNNETNTXVAWI

HandshakeAffiliates

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

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