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Building 2SIEBEN WEALTH PLANNING LLC

Map pin
Phone612-720-4637
NotebookSEC #801-122180
Total AUM
$161.2M
Employees
2
Clients
86

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:30AM TO 5:00PM
Monday - Friday
Phone
612-720-4637

ReceiptFinancials

Total AUM
$161.2M
Accounts
435
Discretionary
$161.2M
Accounts
435
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
49
AUM
$15.7M
HNW Individual Clients
37
AUM
$145.5M

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
CACOMNTX

HandshakeAffiliates

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

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