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Building 2WIXON ADVISORS, INC.

Map pinMAPLE GROVE, MN
Phone763-543-1819
NotebookSEC #801-71713
Total AUM
$40.5M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6439 SYCAMORE COURT NORTH
MAPLE GROVE
MN 55369
United States
Operating Hours
8:00 A.M.- 4:30 P.M.
Monday - Friday
Phone
763-543-1819

ReceiptFinancials

Total AUM
$40.5M
Accounts
88
Discretionary
$0
Accounts
0
Non-Discretionary
$40.5M
Accounts
88

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
INSURANCE PLANNING AND SALES
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MNSD

HandshakeAffiliates

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

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