121 S. 8th Street
Suite 1110
Minneapolis, Minnesota 55402
Tel: (612) 315-2105
LOGAN PARK WEALTH MANAGEMENT, formally registered with the SEC as LOGAN PARK WEALTH MANAGEMENT. The firm was established in 07/26/2019. They have over 1 offices throughout the country.
LOGAN PARK WEALTH MANAGEMENT is a Minneapolis, Minnesota based Financial Planning firm with nearly $376,320,625 assets under management, offering retirement planning & investment advisory services to 1361 clients. The firm is staffed with 6 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 299007 |
| SEC# | 801-114689 |
| Assets Managed by Firm | $376,320,625 |
| No. of Clients | 1361 |
| No. of Advisors | 6 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1361 | $376,320,625 |
| Individuals (other than high net worth individuals) | 296 | $130,127,957 |
| High net worth individuals | 101 | $237,042,904 |
| Charitable organizations | Fewer than 5 clients | $9,149,764 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $176,091,949,959 | 88 | 77 | |
| $137,829,756,000 | 3 | 200 | |
| $121,600,874,152 | 69 | 4167 | |
| $85,511,782,543 | 279 | 102 | |
| $76,497,109,888 | 227 | 193 |
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