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Building 2ELEMENT SQUARED PRIVATE WEALTH

Map pinMINNEAPOLIS, MN
Phone612-325-5920
NotebookSEC #801-128607
Total AUM
$203.5M
Employees
7
Clients
478

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
60 SOUTH SIXTH STREET
SUITE 2900
MINNEAPOLIS
MN 55402
United States
Operating Hours
BY APPOINTMENT
BY APPOINTMENT
Phone
612-325-5920

ReceiptFinancials

Total AUM
$203.5M
Accounts
478
Discretionary
$203.5M
Accounts
478
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
397
AUM
$94.8M
HNW Individual Clients
81
AUM
$108.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Misdemeanor Conviction Charge
State Registrations
ALAZCACOCTFLGAIAILINLAMAMDMIMNMONCNENHNJNYOHORPATNTXVAWAWI

HandshakeAffiliates

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

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