1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2YES WEALTH MANAGEMENT

Map pinMAHTOMEDI, MN
Phone(651) 426-5854
NotebookSEC #801-128782
Total AUM
$127.5M
Employees
7
Clients
100

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
86 MAHTOMEDI AVENUE
MAHTOMEDI
MN 55115
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
(651) 426-5854
Other Offices
3

ReceiptFinancials

Total AUM
$127.5M
Accounts
299
Discretionary
$127.5M
Accounts
299
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
64
AUM
$22.6M
HNW Individual Clients
36
AUM
$104.8M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLLAMIMNNETX

HandshakeAffiliates

View all affiliates →

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

Feature requires an account