Overview
Assets Under Management: $267 million
Headquarters: WAYZATA, MN
High-Net-Worth Clients: 231
Average Client Assets: $984,233
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 231
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 85.09
Average High-Net-Worth Client Assets: $984,233
Total Client Accounts: 357
Discretionary Accounts: 357
Regulatory Filings
CRD Number: 310523
Last Filing Date: 2025-02-21 00:00:00
Website: https://packpw.com