222 Main St. E.
New Prague, Minnesota 56071
Tel: 952-758-8060
MICHAEL TRAXLER WEALTH MANAGEMENT, LLC, formally registered with the SEC as MICHAEL TRAXLER WEALTH MANAGEMENT, LLC. The firm was established in 06/16/2021. They have over 2 offices throughout the country.
MICHAEL TRAXLER WEALTH MANAGEMENT, LLC is a New Prague, Minnesota based Financial Planning firm with nearly $169,944,366 assets under management, offering retirement planning & investment advisory services to 992 clients. The firm is staffed with 5 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 285427 |
SEC# | 801-121539 |
Assets Managed by Firm | $169,944,366 |
No. of Clients | 992 |
No. of Advisors | 5 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 992 | $169,944,366 |
Individuals (other than high net worth individuals) | 378 | $110,635,807 |
High net worth individuals | 25 | $55,783,642 |
Charitable organizations | 4 | $3,524,917 |
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 |
Explore More Retirement Advisors in New Prague, Minnesota