DIRECTORY OF REGISTERED ADVISORS
National Coverage
Local Professionals
Home > Financial Advisors > georgia > atlanta
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC
Tel: (612) 355 - 4360
50 South 6th Street, Suite 1405 Minneapolis, Minnesota 55402
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC is a Minneapolis, Minnesota based financial advisory firm with nearly $552,936,873 in assets under management and provides investment advisory services for 1911 clients. There are currently 9 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
147384
SEC#:
801-69248
No. of Clients:
1911
Assets under Management
$552,936,873
No. of Advisors:
9
More Financial Advisory Firms in Minneapolis, Georgia
| Financial Advisory Firm | Firm CRD# | No. of Advisors |
|---|---|---|
| INVESCO ADVISERS, INC. | 105360 | 2895 |
| TRUIST ADVISORY SERVICES, INC. | 283390 | 2105 |
| EARNEST PARTNERS, LLC | 107926 | 44 |
| VOYA INVESTMENT MANAGEMENT LLC | 108934 | 879 |
| ATLANTA CAPITAL | 116719 | 28 |
| ROARK CAPITAL MANAGEMENT, LLC | 160368 | 123 |
More Firms in Minneapolis, Georgia >>