TRADITION WEALTH MANAGEMENT LLC - Financial Advisor in Minnesota, Edina

Tel: 952-563-6500 7601 France Avenue South Suite 100 Edina, Minnesota 55435

About TRADITION WEALTH MANAGEMENT LLC

TRADITION WEALTH MANAGEMENT LLC is a Edina, Minnesota based financial advisory firm with nearly $1,522,493,293 in assets under management and provides investment advisory services for 4688 clients. There are currently 27 financial advisors at the firm.

General Information

Firm CRD#:

128314

Firm SEC#:

801-62666

Assets Under Management:

$1,522,493,293

No. of Clients:

4688

No. of Advisors:

Advisory Services Provided:

Financial planning services, Portfolio management for individuals and/or small businesses, Pesnsion consulting services, Selection for other advisors, Other (1031 EXCHANGE CONSULTING)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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