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Building 2PARADIGM, STRATEGIES IN WEALTH MANAGEMENT, LLC

Map pinMAPLE GROVE, MN
Phone763-201-1025
NotebookSEC #801-57370
Total AUM
$77.9M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7218 FOREST VIEW LANE
MAPLE GROVE
MN 55369
United States
Operating Hours
8AM-5PM
Monday - Friday
Phone
763-201-1025

ReceiptFinancials

Total AUM
$77.9M
Accounts
554
Discretionary
$75.9M
Accounts
514
Non-Discretionary
$2M
Accounts
40

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZMNTX

HandshakeAffiliates

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

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