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Building 2VECTOR WEALTH MANAGEMENT

Map pinMINNEAPOLIS, MN
Phone612-378-7560
NotebookSEC #801-70998
Total AUM
$1.6B
Employees
19
Clients
853

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
43 MAIN STREET SE
SUITE 236
MINNEAPOLIS
MN 55414
United States
Operating Hours
8:00 AM- 5:00 PM
Monday - Friday
Phone
612-378-7560

ReceiptFinancials

Total AUM
$1.6B
Accounts
3,155
Discretionary
$1.6B
Accounts
3,105
Non-Discretionary
$29.9M
Accounts
50

ContactClients

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Individual Clients
382
AUM
$189.5M
HNW Individual Clients
467
AUM
$1.4B
Pension/Profit Sharing Plan Clients
1
AUM
$300.3K
Charitable Organization Clients
2
AUM
$1.2M
Government Entity Clients
1
AUM
$4.5M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLIAILINKSMNNCNDNENHNYORSCTNTXWI

HandshakeAffiliates

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Affiliates
Reported 27 business affiliates.
Claimed Affiliates
Reported as an affiliate by 21 other businesses.

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