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WOLD FINANCIAL GROUP
750 Main Street
Suite 109
Mendota Heights, Minnesota 55118
Tel: 612-347-7825
About WOLD FINANCIAL GROUP
WOLD FINANCIAL GROUP, formally registered with the SEC as WOLD FINANCIAL GROUP. The firm was established in 09/17/2021. They have over 1 offices throughout the country.
WOLD FINANCIAL GROUP is a Mendota Heights, Minnesota based Financial Planning firm with nearly $165,734,292 assets under management, offering retirement planning & investment advisory services to 208 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 316409 |
| SEC# | 801-122348 |
| Assets Managed by Firm | $165,734,292 |
| No. of Clients | 208 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Other (FINANACIAL CONSULTING NOT RESULTING IN A FINANCIAL PLAN)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 208 | $165,734,292 |
| Individuals (other than high net worth individuals) | 45 | $38,821,977 |
| High net worth individuals | 25 | $123,364,164 |
| Pension and profit sharing plans | 1 | $3,548,151 |
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|---|---|---|---|
| $479,793,782,427 | 2284921 | 13903 | |
| $176,091,949,959 | 88 | 77 | |
| $137,829,756,000 | 3 | 200 | |
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| $85,511,782,543 | 279 | 102 |
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