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Home > Retirement Planners > minnesota > maple grove > PARADIGM, STRATEGIES IN WEALTH MANAGEMENT, LLC
PARADIGM, STRATEGIES IN WEALTH MANAGEMENT, LLC
11324 86th Avenue North
Maple Grove, Minnesota 55369
Tel: 763-201-1025
About PARADIGM, STRATEGIES IN WEALTH MANAGEMENT, LLC
PARADIGM, STRATEGIES IN WEALTH MANAGEMENT, LLC, formally registered with the SEC as PARADIGM, STRATEGIES IN WEALTH MANAGEMENT, LLC. The firm was established in 03/06/2014. They have over 1 offices throughout the country.
PARADIGM, STRATEGIES IN WEALTH MANAGEMENT, LLC is a Maple Grove, Minnesota based Financial Planning firm with nearly $275,774,950 assets under management, offering retirement planning & investment advisory services to 635 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 110372 |
| SEC# | 801-79270 |
| Assets Managed by Firm | $275,774,950 |
| No. of Clients | 635 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 635 | $275,774,950 |
| Individuals (other than high net worth individuals) | 113 | $42,245,874 |
| High net worth individuals | 90 | $232,475,773 |
| Charitable organizations | 1 | $1,053,303 |
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