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Building 2KOOB WEALTH MANAGEMENT, LLC

Map pinWHITE BEAR TOWNSHIP, MN
Phone651-330-4996
NotebookSEC #801-130516
Total AUM
$171.8M
Employees
3
Clients
133

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4517 ALLENDALE DRIVE
WHITE BEAR TOWNSHIP
MN 55127
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
651-330-4996

ReceiptFinancials

Total AUM
$171.8M
Accounts
348
Discretionary
$2M
Accounts
1
Non-Discretionary
$169.8M
Accounts
347

ContactClients

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Individual Clients
62
AUM
$16.6M
HNW Individual Clients
71
AUM
$155.2M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
MN

HandshakeAffiliates

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

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