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Building 2LANDMARK WEALTH MANAGEMENT GROUP

Map pinLAKE ELMO, MN
Phone(800) 251-9932
NotebookSEC #801-125975
Total AUM
$824.4M
Employees
40
Clients
1,298

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8665 HUDSON BLVD. N
SUITE 100
LAKE ELMO
MN 55042
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
(800) 251-9932
Other Offices
4

ReceiptFinancials

Total AUM
$824.4M
Accounts
2,904
Discretionary
$794M
Accounts
2,863
Non-Discretionary
$30.4M
Accounts
41

ContactClients

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Individual Clients
1,027
AUM
$374.8M
HNW Individual Clients
259
AUM
$434.8M
Charitable Organization Clients
5
AUM
$1.5M
Corporation or Business Clients
7
AUM
$13.4M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AKAZCACOFLINMNNVORTXWAWI

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

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