Overview
Assets Under Management: $371 million
Headquarters: WAYZATA, MN
High-Net-Worth Clients: 89
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 89
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 55.93
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 2,014
Discretionary Accounts: 2,014
Regulatory Filings
CRD Number: 318201
Filing ID: 1949633
Last Filing Date: 2025-03-04 17:53:00
Website: https://fiatwm.com