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Building 2MICHAEL TRAXLER WEALTH MANAGEMENT, LLC

Map pinNEW PRAGUE, MN
Phone952-758-8060
NotebookSEC #801-121539
Total AUM
$194.7M
Employees
6
Clients
433

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
222 MAIN ST. E.
NEW PRAGUE
MN 56071
United States
Operating Hours
8-4
Monday - Friday
Phone
952-758-8060
Other Offices
1

ReceiptFinancials

Total AUM
$194.7M
Accounts
1,096
Discretionary
$194.7M
Accounts
1,096
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
403
AUM
$124.8M
HNW Individual Clients
26
AUM
$66.2M
Charitable Organization Clients
4
AUM
$3.7M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
MNTX

HandshakeAffiliates

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

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