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Building 2VANTAGE POINT WEALTH MANAGEMENT

Map pinPLYMOUTH, MN
Phone(763) 587-7120
NotebookSEC #801-99343
Total AUM
$326.6M
Employees
15
Clients
1,223

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
505 NORTH HIGHWAY 169
SUITE 260
PLYMOUTH
MN 55441
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
(763) 587-7120
Other Offices
7

ReceiptFinancials

Total AUM
$326.6M
Accounts
1,715
Discretionary
$293.9M
Accounts
1,550
Non-Discretionary
$32.7M
Accounts
165

ContactClients

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Individual Clients
891
AUM
$123.1M
HNW Individual Clients
328
AUM
$202.3M
Pension/Profit Sharing Plan Clients
2
AUM
$29.1K
Corporation or Business Clients
2
AUM
$1.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLGAIAILMIMNMTNCNDNVSCSDTXVAWAWI

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

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