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Building 2FIAT WEALTH MANAGEMENT

Map pinWAYZATA, MN
Phone952-426-9116
NotebookSEC #801-123255
Total AUM
$517.4M
Employees
18
Clients
647

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1905 WAYZATA BLVD
SUITE 320
WAYZATA
MN 55391
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
952-426-9116
Other Offices
4

ReceiptFinancials

Total AUM
$517.4M
Accounts
2,257
Discretionary
$517.4M
Accounts
2,257
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
518
AUM
$194.5M
HNW Individual Clients
129
AUM
$322.8M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLIAILINMNMONDNENJNYPASDTXWI

HandshakeAffiliates

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

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