WADE FINANCIAL GROUP INC
WADE FINANCIAL GROUP INC of MINNEAPOLIS, MN is an SEC-registered investment adviser (CRD 109667). Regulatory assets under management: $186.3M.
Registration
- CRD: 109667
- SEC file number: 801-47676
- Type: Registered investment adviser
- Location: 5500 WAYZATA BLVD, STE 190, MINNEAPOLIS, MN, 55416-1244
- Phone: 763-797-9577
- Latest filing: 2016-03-29
- Regulatory AUM: $186.3M
- Discretionary AUM: $160.1M
- Non-discretionary AUM: $26.1M
- Clients: 8
- Accounts: 528
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| WADE JERRY BOVENDER | PRESIDENT; PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| PRIMEAU BRUCE | VICE PRESIDENT | — |
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