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ADVISORNET WEALTH PARTNERS
MINNETONKA, MN
612-347-8600
SEC #801-77035Total AUM
$3.1B
Employees
131Clients
3,514Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
110 CHESHIRE LANE
SUITE 200
MINNETONKA
MN 55305
United States
SUITE 200
MINNETONKA
MN 55305
United States
Operating Hours
7:30 A.M. TO 4:30 P.M.
Monday - Friday
Monday - Friday
Phone
612-347-8600
Other Offices
37
Financials
Total AUM
$3.1B
Accounts
9,293Discretionary
$3.1B
Accounts
9,284Non-Discretionary
$6.1M
Accounts
9
Clients
Individual Clients
2,576AUM
$867.7M
HNW Individual Clients
923AUM
$2.3B
Charitable Organization Clients
6AUM
$11.4M
Corporation or Business Clients
9AUM
$5.7M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
PERIODIC INVESTMENT MONITORING AND FINANCIAL CONSULTING.
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
MONTHLY FEE
Compliance
Disclosures
SRO Rule Violation
State Registrations
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Affiliates
Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.