Overview
Assets Under Management: $498 million
Headquarters: MINNEAPOLIS, MN
High-Net-Worth Clients: 108
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Educational Seminars
Clients
Number of High-Net-Worth Clients: 108
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 51.87
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 2,018
Discretionary Accounts: 2,018
Regulatory Filings
CRD Number: 141203
Filing ID: 1973561
Last Filing Date: 2025-03-31 12:11:00
Website: https://investwithclarity.com