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Building 2TRADITION WEALTH MANAGEMENT LLC

Map pinEDINA, MN
Phone952-563-6500
NotebookSEC #801-62666
Total AUM
$2.4B
Employees
32
Clients
2,190

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7601 FRANCE AVENUE SOUTH
SUITE 100
EDINA
MN 55435
United States
Operating Hours
8:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
952-563-6500
Other Offices
3

ReceiptFinancials

Total AUM
$2.4B
Accounts
5,543
Discretionary
$2.3B
Accounts
5,530
Non-Discretionary
$24.1M
Accounts
13

ContactClients

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Individual Clients
1,535
AUM
$339.8M
HNW Individual Clients
572
AUM
$1.7B
Pension/Profit Sharing Plan Clients
65
AUM
$315.8M
Corporation or Business Clients
18
AUM
$22.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
1031 EXCHANGE CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKAZCACOFLGAIAILMNNCNDNENHNJNVNYORPASDTNTXWAWI

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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