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Building 2WADE FINANCIAL GROUP INC

Map pinMINNEAPOLIS, MN
Phone763-797-9577
NotebookSEC #801-47676
Total AUM
$186.3M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5500 WAYZATA BLVD
STE 190
MINNEAPOLIS
MN 55416-1244
United States
Operating Hours
8:00 A.M.-5:00 P.M.
Monday - Friday
Phone
763-797-9577

ReceiptFinancials

Total AUM
$186.3M
Accounts
528
Discretionary
$160.1M
Accounts
444
Non-Discretionary
$26.1M
Accounts
84

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
TAX ADVICE, ESTATE PLANNING ADVICE
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Court Injunction (Past 10 Years)Court Violation FindingSRO Discipline/Expulsion/Suspension
State Registrations
AZCAFLGAMAMNNDNJOHTXWAWI

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

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