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Building 2SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC

Map pinMINNEAPOLIS, MN
Phone(612) 355 - 4360
NotebookSEC #801-69248
Total AUM
$730.4M
Employees
7
Clients
525

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
50 SOUTH 6TH STREET, SUITE 1405
MINNEAPOLIS
MN 55402
United States
Operating Hours
8:00 AM TO 4:00 PM
Monday - Friday
Phone
(612) 355 - 4360

ReceiptFinancials

Total AUM
$730.4M
Accounts
2,004
Discretionary
$728.8M
Accounts
2,002
Non-Discretionary
$1.5M
Accounts
2

ContactClients

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Individual Clients
303
AUM
$101.6M
HNW Individual Clients
220
AUM
$625M
Charitable Organization Clients
2
AUM
$3.7M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLILMNORTXWI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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