Overview
Assets Under Management: $824 million
Headquarters: LAKE ELMO, MN
High-Net-Worth Clients: 259
Average Client Assets: $1.7 million
Frequently Asked Questions
LANDMARK WEALTH MANAGEMENT GROUP is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #322210), LANDMARK WEALTH MANAGEMENT GROUP is subject to fiduciary duty under federal law.
LANDMARK WEALTH MANAGEMENT GROUP is headquartered in LAKE ELMO, MN.
LANDMARK WEALTH MANAGEMENT GROUP serves 259 high-net-worth clients according to their SEC filing dated July 25, 2024. View client details ↓
According to their SEC Form ADV, LANDMARK WEALTH MANAGEMENT GROUP offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
LANDMARK WEALTH MANAGEMENT GROUP manages $824 million in client assets according to their SEC filing dated July 25, 2024.
According to their SEC Form ADV, LANDMARK WEALTH MANAGEMENT GROUP serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 259
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 52.74%
Average Client Assets: $1.7 million
Total Client Accounts: 2,904
Discretionary Accounts: 2,863
Non-Discretionary Accounts: 41
Regulatory Filings
CRD Number: 322210
Filing ID: 1891369
Last Filing Date: 2024-07-25 11:31:00