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

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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
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GALLIARD CAPITAL MANAGEMENT 800 Lasalle Ave. Ste 1400 Minneapolis, MN, 55402-2054	$85,511,782,543	279	102

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