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Building 2MARKS GROUP WEALTH MANAGEMENT, INC.

Map pinMINNETONKA, MN
Phone952-582-6100
NotebookSEC #801-69685
Total AUM
$2B
Employees
14
Clients
809

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4350 BAKER ROAD
SUITE 245
MINNETONKA
MN 55343
United States
Operating Hours
8:30 AM - 4:30 PM
Monday - Friday
Phone
952-582-6100

ReceiptFinancials

Total AUM
$2B
Accounts
4,310
Discretionary
$1.8B
Accounts
4,255
Non-Discretionary
$261.6M
Accounts
55

ContactClients

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Individual Clients
374
AUM
$149.8M
HNW Individual Clients
408
AUM
$1.4B
Pension/Profit Sharing Plan Clients
12
AUM
$201.5M
Charitable Organization Clients
11
AUM
$282.2M
Corporation or Business Clients
4
AUM
$11.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALAZCAFLIAILINLAMNMONDNENYSDTXWI

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

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