Overview
Assets Under Management: $654 million
Headquarters: MINNEAPOLIS, MN
High-Net-Worth Clients: 136
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 136
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.51
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 302
Discretionary Accounts: 295
Non-Discretionary Accounts: 7
Regulatory Filings
CRD Number: 315106
Last Filing Date: 2025-03-04 00:00:00
Website: https://strongtowerwm.com