Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > minnesota > eden prairie > THE WEALTH GROUP - AUSTIN B. COLBY & ASSOCIATES
THE WEALTH GROUP - AUSTIN B. COLBY & ASSOCIATES
14850 Scenic Heights Road
Suite #100
Eden Prairie, Minnesota 55344
Tel: 952-937-9423
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 Status | Approved |
|---|---|
| Firm CRD# | 311385 |
| SEC# | 801-120158 |
| Assets Managed by Firm | $566,682,714 |
| No. of Clients | 2419 |
| No. of Advisors | 12 |
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 Clients | AUM | |
|---|---|---|
| Firm Total | 2419 | $566,682,714 |
| Individuals (other than high net worth individuals) | 334 | $176,996,554 |
| High net worth individuals | 220 | $389,686,160 |
More Retirement Planning firms in Eden Prairie, Minnesota:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|
Explore More Retirement Advisors in Eden Prairie, Minnesota