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THE WEALTH GROUP - AUSTIN B. COLBY & ASSOCIATES

14850 Scenic Heights Road
Suite #100
Eden Prairie, Minnesota 55344
Tel: 952-937-9423

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About THE WEALTH GROUP - AUSTIN B. COLBY & ASSOCIATES

THE WEALTH GROUP - AUSTIN B COLBY & ASSOCIATES, formally registered with the SEC as THE WEALTH GROUP - AUSTIN B COLBY & ASSOCIATES. The firm was established in 01/14/2021. They have over 2 offices throughout the country.

THE WEALTH GROUP - AUSTIN B. COLBY & ASSOCIATES is a Eden Prairie, Minnesota based Financial Planning firm with nearly $566,682,714 assets under management, offering retirement planning & investment advisory services to 2419 clients. The firm is staffed with 12 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#311385
SEC#801-120158
Assets Managed by Firm$566,682,714
No. of Clients2419
No. of Advisors12

Fee Structure

  • A percentage of AUM
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Firm Client Information

No. of ClientsAUM
Firm Total2419$566,682,714
Individuals (other than high net worth individuals)334$176,996,554
High net worth individuals220$389,686,160

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