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Building 2HIGHMARK WEALTH MANAGEMENT LLC

Map pinST. PAUL, MN
Phone651-829-3300
NotebookSEC #801-76896
Total AUM
$611.7M
Employees
5
Clients
429

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
944 INWOOD AVE N
ST. PAUL
MN 55128
United States
Operating Hours
8:30AM-4:30PM
Monday - Friday
Phone
651-829-3300

ReceiptFinancials

Total AUM
$611.7M
Accounts
1,679
Discretionary
$611.7M
Accounts
1,679
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
258
AUM
$60.1M
HNW Individual Clients
171
AUM
$551.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
PERCENTAGE OF RETIREMENT PLAN ASSETS UNDER ADVISEMENT

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLMNTXWI

HandshakeAffiliates

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

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