Overview
Assets Under Management: $181 million
Headquarters: WOODBURY, MN
High-Net-Worth Clients: 74
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 74
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 88.53
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 268
Discretionary Accounts: 268
Regulatory Filings
CRD Number: 300992
Last Filing Date: 2025-01-29 00:00:00
Website: https://enspyrewealth.com