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Building 2LAUREL WEALTH PLANNING

Map pinEDINA, MN
Phone952-854-6250
NotebookSEC #801-79116
Total AUM
$453.6M
Employees
8
Clients
177

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3300 EDINBOROUGH WAY
SUITE 790
EDINA
MN 55435
United States
Operating Hours
8:00 A.M TO 4:30 P.M.
Monday - Friday
Phone
952-854-6250

ReceiptFinancials

Total AUM
$453.6M
Accounts
1,008
Discretionary
$447.7M
Accounts
986
Non-Discretionary
$6M
Accounts
22

ContactClients

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Individual Clients
48
AUM
$19.2M
HNW Individual Clients
129
AUM
$434.4M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CAMNTX

HandshakeAffiliates

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

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