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Building 2BGM WEALTH MANAGEMENT

Map pinBLOOMINGTON, MN
Phone952-844-2500
NotebookSEC #801-53285
Total AUM
$517.5M
Employees
8
Clients
213

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7900 INTERNATIONAL DRIVE
SUITE 800
BLOOMINGTON
MN 55425
United States
Operating Hours
8:00AM TO 5:00PM
Monday - Friday
Phone
952-844-2500

ReceiptFinancials

Total AUM
$517.5M
Accounts
889
Discretionary
$505.5M
Accounts
827
Non-Discretionary
$12M
Accounts
62

ContactClients

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Individual Clients
76
AUM
$44.9M
HNW Individual Clients
137
AUM
$472.6M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLMNTXWI

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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