Tradition Wealth Management
Likely to Engage tag.Highly Engaged Employees

Finance · Minnesota, United States · 11-50 Employees

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Overview

Headquarters

7601 France Ave S Ste 100, Edina, Minnes...

Phone Number

(952) 563-6500

Revenue

<$5 Million

Industry

Finance Securities Trading

About Tradition Wealth Management

Tradition Wealth Management specializes in providing comprehensive financial planning services, including investment management, retirement planning, estate planning, and risk management. With over 20 years of experience and more than $2 billion in assets under management, the firm is dedicated to serving clients with an independent and fiduciary approach. Their target clients include individuals seeking personalized wealth management solutions, as well as businesses and philanthropic organizations. The company is committed to supporting the local community while ensuring compliance with regulatory requirements.Explore more
Tradition Wealth Management's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Tradition Wealth Management Org Chart

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MW
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Chief Compliance Officer

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Director, Operations & Compliance

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Compare Similar Companies to Tradition Wealth Management

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Tradition Wealth Manageme...

<$5M
11-50
Private
<$5M
-
MW
Mark WalsinghamChief Compliance Officer
<$5M
1-10
Private
-
2006
AF
Alan FischerOwner, Founder, and Senior Wealth Manager
<$5M
1-10
Private
-
1962
BP
Barbara PerraultRegistered Client Service Manager
Illustration of an envelope

Tradition Wealth Management Tech Stack

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Frequently Asked Questions Regarding Tradition Wealth Management

What is Tradition Wealth Management's official website?
Tradition Wealth Management's official website is www.traditionwealthmanagement.com
What is Tradition Wealth Management's Revenue?
Tradition Wealth Management's revenue is <$5 Million
What is Tradition Wealth Management's SIC code?
Tradition Wealth Management's SIC: 62,628
What is Tradition Wealth Management's NAICS code?
Tradition Wealth Management's NAICS: 52,523
How many employees does Tradition Wealth Management have?
Tradition Wealth Management has 11-50 employees
What industry does Tradition Wealth Management belong to?
Tradition Wealth Management is in the industry of: Finance, Securities Trading
What is Tradition Wealth Management competition?
Tradition Wealth Management top competitors include: Ascential Wealth, Great Lakes Wealth Advisors
What companies has Tradition Wealth Management acquired?
Tradition Wealth Management has acquired the companies: Tradition Companies, Highcroft of Woodbury, Cobblestone Lake
What technology does Tradition Wealth Management use?
Some of the popular technologies that Tradition Wealth Management uses are: Drupal, Cloudflare CDN, Barracuda Networks, AddToAny
How do I contact Tradition Wealth Management?
Tradition Wealth Management contact info: Phone number: (952) 563-6500 Website: www.traditionwealthmanagement.com
What does Tradition Wealth Management do?

Tradition Wealth Management specializes in providing comprehensive financial planning services, including investment management, retirement planning, estate planning, and risk management. With over 20 years of experience and more than $2 billion in assets under management, the firm is dedicated to serving clients with an independent and fiduciary a... pproach. Their target clients include individuals seeking personalized wealth management solutions, as well as businesses and philanthropic organizations. The company is committed to supporting the local community while ensuring compliance with regulatory requirements.Read More

What are Tradition Wealth Management social media links?
Tradition Wealth Management Linkedin page Tradition Wealth Management Facebook page
Is Tradition Wealth Management a public company?
Tradition Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Tradition Wealth Management

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