Investment adviser · CRD 109667

WADE FINANCIAL GROUP INC

Investment adviser filing (IA)

MINNEAPOLIS, MN, United States · Form ADV filed Mar 29, 2016

Regulatory AUM
$186M
Form ADV · Item 5.F
Client accounts
528
Accounts, not individual clients
Employees
8
Reported in this filing
Advisory professionals
4
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 29, 2016. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets · Hourly · Fixed

Principal office

5500 WAYZATA BLVD, STE 190
MINNEAPOLIS, MN, 55416-1244, United States

CRD 109667

Filing source

Form ADV 1003195 · Mar 29, 2016 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.