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Building 2IWEALTH

Map pinWASECA, MN
Phone507-835-9111
NotebookSEC #801-129824
Total AUM
$311.6M
Employees
14
Clients
716

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
213 15TH AVENUE NE
WASECA
MN 56093
United States
Operating Hours
8AM-4:30PM M-TH, 8AM-3:30PM F
Monday - Friday
Phone
507-835-9111
Other Offices
2

ReceiptFinancials

Total AUM
$311.6M
Accounts
721
Discretionary
$311.6M
Accounts
721
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
647
AUM
$148.3M
HNW Individual Clients
67
AUM
$156.6M
Charitable Organization Clients
1
AUM
$2.2M
Corporation or Business Clients
1
AUM
$4.6M

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
AZFLIAMNNESDTXWI

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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