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LAUREL WEALTH PLANNING

Tel: 952-854-6250
3300 Edinborough Way
Suite 790
Edina, Minnesota  55435

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LAUREL WEALTH PLANNING

LAUREL WEALTH PLANNING is a Edina, Minnesota based financial advisory firm with nearly $395,558,975 in assets under management and provides investment advisory services for 941 clients. There are currently 8 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses

Fee Structure:

A percentage of AUM, Hourly charges

Firm CRD#:

122035

SEC#:

801-79116

No. of Clients:

941

Assets under Management

$395,558,975

No. of Advisors:

8

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