1907 E Wayzata Blvd
Suite 300
Wayzata, Minnesota 55391
Tel: 952-345-0700
WAYZATA INVESTMENT PARTNERS LLC, formally registered with the SEC as WAYZATA INVESTMENT PARTNERS LLC. The firm was established in 05/31/2004. They have over 1 offices throughout the country.
WAYZATA INVESTMENT PARTNERS LLC is a Wayzata, Minnesota based Financial Planning firm with nearly $183,780,314 assets under management, offering retirement planning & investment advisory services to 2 clients. The firm is staffed with 7 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 132046 |
SEC# | 801-63304 |
Assets Managed by Firm | $183,780,314 |
No. of Clients | 2 |
No. of Advisors | 7 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 2 | $183,780,314 |
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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