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Building 2LIFESTAGE WEALTH MANAGEMENT GROUP LLC

Map pinALEXANDRIA, MN
Phone320-762-1880
NotebookSEC #801-61460
Total AUM
$43.5M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
123 3RD AVENUE E
STE. 200
ALEXANDRIA
MN 56308
United States
Operating Hours
8:30 A.M. TO 4:30 P.M. (CT)
Monday - Friday
Phone
320-762-1880

ReceiptFinancials

Total AUM
$43.5M
Accounts
184
Discretionary
$43.5M
Accounts
184
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
VARYING FEES FOR EDUCATIONAL WORKSHOPS AND SEMINARS

Shield checkCompliance

Disclosures

None reported

State Registrations
MN

HandshakeAffiliates

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

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