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
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 Eden Prairie, 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.