SPLIT ROCK PRIVATE TRADING AND WEALTH MANAGEMENT LLC

105 Arch St
Cloquet, Minnesota 55720
Tel: (218) 879-3262

About SPLIT ROCK PRIVATE TRADING AND WEALTH MANAGEMENT LLC

SPLIT ROCK PRIVATE TRADING AND WEALTH MANAGEMENT LLC, formally registered with the SEC as SPLIT ROCK PRIVATE TRADING AND WEALTH MANAGEMENT LLC. The firm was established in 10/09/2020. They have over 2 offices throughout the country.

SPLIT ROCK PRIVATE TRADING AND WEALTH MANAGEMENT LLC is a Cloquet, Minnesota based Financial Planning firm with nearly $308,706,394 assets under management, offering retirement planning & investment advisory services to 1898 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	152003
SEC#	801-119587
Assets Managed by Firm	$308,706,394
No. of Clients	1898
No. of Advisors	6

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	1898	$308,706,394
Individuals (other than high net worth individuals)	901	$172,104,572
High net worth individuals	54	$84,733,837
Pension and profit sharing plans	Fewer than 5 clients	$7,155,282

More Retirement Planning firms in Cloquet, Minnesota:

Firm Name	Assets Under Management	Total Clients	Total Advisors
AMERIPRISE FINANCIAL SERVICES, LLC 707 2nd Avenue South Minneapolis, MN, 55402	$479,793,782,427	2284921	13903
U.S. BANCORP ASSET MANAGEMENT, INC. 800 Nicollet Mall, Mail Stop Bc-Mn-17ul Minneapolis, MN, 55402	$176,091,949,959	88	77
GARDA CAPITAL PARTNERS 305 Lake Street East Wayzata, MN, 55391	$137,829,756,000	3	200
THRIVENT FINANCIAL FOR LUTHERANS 901 Marquette Avenue, Suite 2500 Minneapolis, MN, 55402-3211	$121,600,874,152	69	4167
GALLIARD CAPITAL MANAGEMENT 800 Lasalle Ave. Ste 1400 Minneapolis, MN, 55402-2054	$85,511,782,543	279	102

Explore More Retirement Advisors in Cloquet, Minnesota

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.