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Building 2WEALTH MANAGEMENT RESOURCES, LLC

Map pinMANKATO, MN
Phone507-625-3507
NotebookSEC #801-64773
Total AUM
$66.6M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
226 N. BROAD STREET
MANKATO
MN 56001
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
507-625-3507

ReceiptFinancials

Total AUM
$66.6M
Accounts
526
Discretionary
$66.6M
Accounts
526
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementOther Services
Other Services
CONSULTING
Compensation Types
Charges Hourly FeeCharges Percentage AUM

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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