LOGAN PARK WEALTH MANAGEMENT

121 S. 8th Street
Suite 1110
Minneapolis, Minnesota 55402
Tel: (612) 315-2105

About LOGAN PARK WEALTH MANAGEMENT

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.

Firm Information

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

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

Firm Client Information

	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

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