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Building 2VECTOR WEALTH MANAGEMENT, LLC

Map pinMINNEAPOLIS, MN
Phone612-378-7560
NotebookSEC #801-51685
Total AUM
$40.5M
Employees
11
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
43 MAIN STREET SE
SUITE 236
MINNEAPOLIS
MN 55414
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
612-378-7560

ReceiptFinancials

Total AUM
$40.5M
Accounts
115
Discretionary
$40.5M
Accounts
111
Non-Discretionary
$32.7K
Accounts
4

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
AZCAFLILLAMNNCNDPATNTXWI

HandshakeAffiliates

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

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