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COUNSEL WEALTH MANAGEMENT, INC.
ARDEN HILLS, MN
651-639-8707
SEC #801-63114Total AUM
$146.9M
Employees
10Clients
566Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
6 PINE TREE DRIVE
SUITE 100
ARDEN HILLS
MN 55112
United States
SUITE 100
ARDEN HILLS
MN 55112
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
651-639-8707
Financials
Total AUM
$146.9M
Accounts
1,538Discretionary
$146.9M
Accounts
1,538Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
543AUM
$119.6M
HNW Individual Clients
22AUM
$25.5M
Charitable Organization Clients
1AUM
$1.7M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPublications
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
REFERRAL/SOLICITOR FEES; SEMINAR FEES
Compliance
Disclosures
None reported
State Registrations
AZCAFLKYMNNETXWI
Affiliates
Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.