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ADVISORNET WEALTH PARTNERS

110 Cheshire Lane
Suite 200
Minnetonka, Minnesota 55305
Tel: 612-347-8600

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About ADVISORNET WEALTH PARTNERS

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.

Firm Information

SEC Current StatusApproved
Firm CRD#113074
SEC#801-77035
Assets Managed by Firm$2,267,646,782
No. of Clients8433
No. of Advisors120

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees
  • Other (MONTHLY FEE)

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Selection for other advisors
  • Education seminars/workshops
  • Other (PERIODIC INVESTMENT MONITORING AND FINANCIAL CONSULTING.)

Firm Client Information

No. of ClientsAUM
Firm Total8433$2,267,646,782
Individuals (other than high net worth individuals)2703$815,751,798
High net worth individuals701$1,441,404,545
Charitable organizations5$4,915,104
Corporations or other businesses8$5,575,335

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GARDA CAPITAL PARTNERS
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GALLIARD CAPITAL MANAGEMENT
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