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Building 2PRESTIGE WEALTH MANAGEMENT

Map pinWOODBURY, MN
Phone651-209-9333
NotebookSEC #801-58276
Total AUM
$240.8M
Employees
3
Clients
347

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
652 BIELENBERG DRIVE
SUITE 201
WOODBURY
MN 55125
United States
Operating Hours
9:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
651-209-9333

ReceiptFinancials

Total AUM
$240.8M
Accounts
906
Discretionary
$240.8M
Accounts
906
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
214
AUM
$58.1M
HNW Individual Clients
133
AUM
$182.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
FINANCIAL/QUALIFIED PLANS/RETIREMENT PLANNING SEMINARS
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLMNNETXWI

HandshakeAffiliates

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

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