Overview
Assets Under Management: $170 million
Headquarters: NEW PRAGUE, MN
High-Net-Worth Clients: 25
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 25
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 32.82
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 992
Discretionary Accounts: 992
Regulatory Filings
CRD Number: 285427
Filing ID: 1970742
Last Filing Date: 2025-03-28 17:29:00
Website: https://traxlerwealth.com