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Building 2PARADIGM, STRATEGIES IN WEALTH MANAGEMENT, LLC

Map pinMAPLE GROVE, MN
Phone763-201-1025
NotebookSEC #801-79270
Total AUM
$313.7M
Employees
5
Clients
219

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11324 86TH AVENUE NORTH
MAPLE GROVE
MN 55369
United States
Operating Hours
8AM-5PM
Monday - Friday
Phone
763-201-1025

ReceiptFinancials

Total AUM
$313.7M
Accounts
675
Discretionary
$313.7M
Accounts
675
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
125
AUM
$47.5M
HNW Individual Clients
93
AUM
$265.1M
Charitable Organization Clients
1
AUM
$1M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLMNTXWI

HandshakeAffiliates

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

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