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Building 2CEDAR COVE WEALTH PARTNERS

Map pinBLOOMINGTON, MN
Phone952-358-3456
NotebookSEC #801-133908
Total AUM
$455M
Employees
14
Clients
2,036

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7900 XERXES AVE S
SUITE 1750
BLOOMINGTON
MN 55431
United States
Operating Hours
BY APPT ONLY
Monday - Friday
Phone
952-358-3456
Other Offices
3

ReceiptFinancials

Total AUM
$455M
Accounts
2,036
Discretionary
$455M
Accounts
2,036
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1,155
AUM
$150.5M
HNW Individual Clients
881
AUM
$304.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
FINANCIAL PLANNING & ESTATE PLANNING COORDINATION

Shield checkCompliance

Disclosures

None reported

State Registrations
COFLMNSDWI

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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