Overview
Assets Under Management: $644 million
Headquarters: MINNEAPOLIS, MN
High-Net-Worth Clients: 199
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 199
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.59
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,978
Discretionary Accounts: 1,976
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 147384
Filing ID: 1980707
Last Filing Date: 2025-04-17 15:44:00
Website: https://sdwia.com