TRADITION WEALTH MANAGEMENT LLC

7601 France Avenue South
Suite 100
Edina, Minnesota 55435
Tel: 952-563-6500

About TRADITION WEALTH MANAGEMENT LLC

TRADITION WEALTH MANAGEMENT LLC, formally registered with the SEC as TRADITION WEALTH MANAGEMENT LLC. The firm was established in 01/30/2004. They have over 4 offices throughout the country.

TRADITION WEALTH MANAGEMENT LLC is a Edina, Minnesota based Financial Planning firm with nearly $1,522,493,293 assets under management, offering retirement planning & investment advisory services to 4688 clients. The firm is staffed with 27 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	128314
SEC#	801-62666
Assets Managed by Firm	$1,522,493,293
No. of Clients	4688
No. of Advisors	27

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Other (1031 EXCHANGE CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	4688	$1,522,493,293
Individuals (other than high net worth individuals)	1472	$311,919,143
High net worth individuals	420	$1,059,585,685
Pension and profit sharing plans	41	$125,723,134
Charitable organizations	31	$5,250,801
Corporations or other businesses	13	$20,014,530

More Retirement Planning firms in Edina, Minnesota:

Firm Name	Assets Under Management	Total Clients	Total Advisors

Explore More Retirement Advisors in Edina, 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.