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Building 2SECURUS WEALTH MANAGEMENT, LLC

Map pinPLYMOUTH, MN
Phone763-231-7880
NotebookSEC #801-65912
Total AUM
$117.7M
Employees
6
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3340 ANNAPOLIS LANE N
SUITE B
PLYMOUTH
MN 55447
United States
Operating Hours
8:30AM-5PM
Monday - Friday
Phone
763-231-7880

ReceiptFinancials

Total AUM
$117.7M
Accounts
757
Discretionary
$108.7M
Accounts
735
Non-Discretionary
$9M
Accounts
22

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
PORTIONS OF 3RD PARTY ADVISORY FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLMNTX

HandshakeAffiliates

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

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