Overview
Assets Under Management: $2.0 billion
Headquarters: EDINA, MN
High-Net-Worth Clients: 433
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 433
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 59.84
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 5,271
Discretionary Accounts: 5,256
Non-Discretionary Accounts: 15
Regulatory Filings
CRD Number: 128314
Filing ID: 1966721
Last Filing Date: 2025-03-26 08:39:00
Website: https://traditionwealth.com