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Building 2360 FINANCIAL

Map pinWAYZATA, MN
Phone952-542-8900
NotebookSEC #801-78425
Total AUM
$700.5M
Employees
16
Clients
1,206

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
849 LAKE STREET EAST
WAYZATA
MN 55391
United States
Operating Hours
8:00 AM - 5:00PM
Monday - Friday
Phone
952-542-8900
Other Offices
2

ReceiptFinancials

Total AUM
$700.5M
Accounts
2,079
Discretionary
$636.5M
Accounts
2,069
Non-Discretionary
$64.1M
Accounts
10

ContactClients

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Individual Clients
756
AUM
$151M
HNW Individual Clients
421
AUM
$464M
Pension/Profit Sharing Plan Clients
1
AUM
$1.7M
Charitable Organization Clients
3
AUM
$4.8M
Corporation or Business Clients
25
AUM
$79.1M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
AZCAFLIAILLAMAMNNENYORTXWI

HandshakeAffiliates

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

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