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TRADITION WEALTH MANAGEMENT LLC
Tel: 952-563-6500
7601 France Avenue South Suite 100
Edina, Minnesota 55435
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
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
Firm CRD#:
128314
SEC#:
801-62666
No. of Clients:
4688
Assets under Management
$1,522,493,293
No. of Advisors:
27
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