Overview
Assets Under Management: $413 million
Headquarters: WOODBURY, MN
High-Net-Worth Clients: 131
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 131
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.00
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,053
Discretionary Accounts: 954
Non-Discretionary Accounts: 99
Regulatory Filings
CRD Number: 306732
Last Filing Date: 2024-01-19 00:00:00
Website: https://legacywealthwisdom.com