110 Cheshire Lane
Suite 200
Minnetonka, Minnesota 55305
Tel: 612-347-8600
ADVISORNET WEALTH PARTNERS, formally registered with the SEC as ADVISORNET WEALTH PARTNERS. The firm was established in 08/29/2012. They have over 43 offices throughout the country.
ADVISORNET WEALTH PARTNERS is a Minnetonka, Minnesota based Financial Planning firm with nearly $2,267,646,782 assets under management, offering retirement planning & investment advisory services to 8433 clients. The firm is staffed with 120 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 113074 |
SEC# | 801-77035 |
Assets Managed by Firm | $2,267,646,782 |
No. of Clients | 8433 |
No. of Advisors | 120 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 8433 | $2,267,646,782 |
Individuals (other than high net worth individuals) | 2703 | $815,751,798 |
High net worth individuals | 701 | $1,441,404,545 |
Charitable organizations | 5 | $4,915,104 |
Corporations or other businesses | 8 | $5,575,335 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$479,793,782,427 | 2284921 | 13903 | |
$176,091,949,959 | 88 | 77 | |
$137,829,756,000 | 3 | 200 | |
$121,600,874,152 | 69 | 4167 | |
$85,511,782,543 | 279 | 102 |
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