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Home > Retirement Planners > minnesota > edina > LAUREL WEALTH PLANNING
LAUREL WEALTH PLANNING
3300 Edinborough Way
Suite 790
Edina, Minnesota 55435
Tel: 952-854-6250
About LAUREL WEALTH PLANNING
LAUREL WEALTH PLANNING, formally registered with the SEC as LAUREL WEALTH PLANNING. The firm was established in 02/10/2014. They have over 1 offices throughout the country.
LAUREL WEALTH PLANNING is a Edina, Minnesota based Financial Planning firm with nearly $395,558,975 assets under management, offering retirement planning & investment advisory services to 941 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 122035 |
| SEC# | 801-79116 |
| Assets Managed by Firm | $395,558,975 |
| No. of Clients | 941 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 941 | $395,558,975 |
| Individuals (other than high net worth individuals) | 54 | $24,903,741 |
| High net worth individuals | 114 | $370,655,234 |
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|---|---|---|---|
| $479,793,782,427 | 2284921 | 13903 | |
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