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

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Firm Name	Assets Under Management	Total Clients	Total Advisors
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
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GALLIARD CAPITAL MANAGEMENT 800 Lasalle Ave. Ste 1400 Minneapolis, MN, 55402-2054	$85,511,782,543	279	102
RBC GLOBAL ASSET MANAGEMENT (U.S.) INC. 250 Nicollet Mall, Suite 1550 Minneapolis, MN, 55401-7585	$76,497,109,888	227	193

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