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Building 2LIFELONG WEALTH ADVISORS, INC.

Map pinARDEN HILLS, MN
Phone651-444-6500
NotebookSEC #801-130930
Total AUM
$710.4M
Employees
12
Clients
865

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1150 COUNTY ROAD E WEST
ARDEN HILLS
MN 55112
United States
Operating Hours
MONDAY - THURSDAY 8AM - 4:30PM, FRIDAY 8AM - 3PM
Monday - Friday
Phone
651-444-6500
Other Offices
2

ReceiptFinancials

Total AUM
$710.4M
Accounts
2,618
Discretionary
$710.4M
Accounts
2,618
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
670
AUM
$257.3M
HNW Individual Clients
195
AUM
$453.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLILMIMNNCNEORSDTXWAWI

HandshakeAffiliates

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

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