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Building 2WOLD FINANCIAL GROUP

Map pinMENDOTA HEIGHTS, MN
Phone612-347-7825
NotebookSEC #801-122348
Total AUM
$182.5M
Employees
3
Clients
72

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
750 MAIN STREET
SUITE 109
MENDOTA HEIGHTS
MN 55118
United States
Operating Hours
8:00 TO 5:00
Monday - Friday
Phone
612-347-7825

ReceiptFinancials

Total AUM
$182.5M
Accounts
327
Discretionary
$182.5M
Accounts
327
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
41
AUM
$20.7M
HNW Individual Clients
31
AUM
$161.7M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementOther Services
Other Services
FINANACIAL CONSULTING NOT RESULTING IN A FINANCIAL PLAN
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLILINMIMNNCNENMNVTXWAWI

HandshakeAffiliates

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

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