Overview
Assets Under Management: $328 million
Headquarters: PLYMOUTH, MN
High-Net-Worth Clients: 259
Average Client Assets: $682,747
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 259
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 63.76
Average High-Net-Worth Client Assets: $682,747
Total Client Accounts: 2,014
Discretionary Accounts: 1,432
Non-Discretionary Accounts: 582
Regulatory Filings
CRD Number: 167886
Last Filing Date: 2024-03-21 00:00:00
Website: https://vpwealthmgmt.com