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Home > Retirement Planners > minnesota > edina > ACCREDITED INVESTORS WEALTH MANAGEMENT
ACCREDITED INVESTORS WEALTH MANAGEMENT
5200 West 73rd Street
Edina, Minnesota 55439-2204
Tel: 952-841-2222
About ACCREDITED INVESTORS WEALTH MANAGEMENT
ACCREDITED INVESTORS WEALTH MANAGEMENT, formally registered with the SEC as ACCREDITED INVESTORS WEALTH MANAGEMENT. The firm was established in 01/09/1989. They have over 1 offices throughout the country.
ACCREDITED INVESTORS WEALTH MANAGEMENT is a Edina, Minnesota based Financial Planning firm with nearly $3,359,362,288 assets under management, offering retirement planning & investment advisory services to 4519 clients. The firm is staffed with 52 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 105439 |
| SEC# | 801-33659 |
| Assets Managed by Firm | $3,359,362,288 |
| No. of Clients | 4519 |
| No. of Advisors | 52 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 4519 | $3,359,362,288 |
| Individuals (other than high net worth individuals) | 78 | $39,396,249 |
| High net worth individuals | 519 | $3,315,214,290 |
| Charitable organizations | Fewer than 5 clients | $4,751,749 |
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