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Building 2ACCREDITED INVESTORS WEALTH MANAGEMENT

Map pinEDINA, MN
Phone952-841-2222
NotebookSEC #801-33659
Total AUM
$4.4B
Employees
53
Clients
947

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5200 WEST 73RD STREET
EDINA
MN 55439-2204
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
952-841-2222

ReceiptFinancials

Total AUM
$4.4B
Accounts
5,077
Discretionary
$4B
Accounts
4,461
Non-Discretionary
$386.3M
Accounts
616

ContactClients

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Individual Clients
233
AUM
$92M
HNW Individual Clients
709
AUM
$4.3B
Charitable Organization Clients
5
AUM
$23.7M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACODCFLGAIAILMAMDMIMNMONDNENHNYORPATXWAWI

HandshakeAffiliates

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

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