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Building 2SILVEROAK WEALTH MANAGEMENT LLC

Map pinEDINA, MN
Phone952-896-5700
NotebookSEC #801-60208
Total AUM
$2B
Employees
23
Clients
446

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3600 MINNESOTA DRIVE
SUITE 860
EDINA
MN 55435
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
952-896-5700

ReceiptFinancials

Total AUM
$2B
Accounts
1,992
Discretionary
$1.9B
Accounts
1,924
Non-Discretionary
$129M
Accounts
68

ContactClients

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Individual Clients
116
AUM
$64.9M
HNW Individual Clients
328
AUM
$1.9B
Corporation or Business Clients
2
AUM
$4.1M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLIAILMAMIMNNHNYPATXWI

HandshakeAffiliates

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

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