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Building 2WHEELER RETIREMENT PLANS LLC

Map pinDULUTH, MN
Phone218-336-8524
NotebookSEC #801-128751
Total AUM
$618.1M
Employees
2
Clients
78

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
324 WEST SUPERIOR STREET
SUITE 1000
DULUTH
MN 55802
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
218-336-8524

ReceiptFinancials

Total AUM
$618.1M
Accounts
78
Discretionary
$618.1M
Accounts
78
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
22
AUM
$171.5M
Pension/Profit Sharing Plan Clients
56
AUM
$446.6M

Briefcase businessServices

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Services Offered
Institutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MNWI

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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