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Building 2ENCORE WEALTH ADVISORS

Map pinMORRIS, MN
Phone320-288-4084
NotebookSEC #801-134311
Total AUM
$121.7M
Employees
4
Clients
464

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
715 ATLANTIC AVENUE
MORRIS
MN 56267
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
320-288-4084

ReceiptFinancials

Total AUM
$121.7M
Accounts
1,004
Discretionary
$121.6M
Accounts
1,003
Non-Discretionary
$23.8K
Accounts
1

ContactClients

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Individual Clients
382
AUM
$63.2M
HNW Individual Clients
55
AUM
$44.1M
Pension/Profit Sharing Plan Clients
21
AUM
$12.2M
Charitable Organization Clients
5
AUM
$1.6M
Corporation or Business Clients
1
AUM
$561.3K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZIAILKSMNNDOR

HandshakeAffiliates

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

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