Laurel Wealth Planning LLC


Assets, Funds, Holdings

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Laurel Wealth Planning LLC
CRD #122035
SEC #801-79116
AUM $208.3 MM (100% Disc, 100% US, 2020-03-05)
Employees8 (100% Investors, 0% Brokers)
Address3300 Edinborough Way
Edina, MN 55435
Source [IAPD] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
Comparable Firms State AUM ($BB)
Lucas Group Financial Planners Inc
CA 0.2
Arcataur Capital Management LLC
WI 0.2
BNY Investment Center Inc
NY 0.2
EPIQ Partners LLC
MN 0.2
Advanced Financial Strategies Inc
CA 0.2
Websterrogers Financial Advisors LLC
SC 0.2
Banyan Global Investment Advisors LLC
FL 0.2
Brooks Moore & Associates Inc
TN 0.2
JGHendricks Financial Services LLC
IL 0.2
JVL Associates LLC
MI 0.2
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