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Danae Ann Foley

WAYZATA INVESTMENT PARTNERS LLC·WAYZATA, Minnesota
Unclaimed Profile
1907 E WAYZATA BLVD, WAYZATA, MN 55391CRD# 5748450Firm CRD# 132046
01

About

Danae Ann Foley is a registered financial advisor based in WAYZATA, Minnesota, affiliated with WAYZATA INVESTMENT PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
WAYZATA INVESTMENT PARTNERS LLC
WAYZATA INVESTMENT PARTNERS LLC
AUM
$184M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at WAYZATA INVESTMENT PARTNERS LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5748450
Firm CRD# 132046
2 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Danae Ann Foley offer?
Danae Ann Foley specializes in Retirement Planning. Contact their office in WAYZATA, Minnesota for a consultation.
What are Danae Ann Foley's credentials?
Danae Ann Foley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Danae Ann Foley located?
Danae Ann Foley is based in WAYZATA, Minnesota, working with WAYZATA INVESTMENT PARTNERS LLC. Their office serves clients in the WAYZATA metropolitan area and surrounding communities.
How does Danae Ann Foley charge for services?
Danae Ann Foley's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WAYZATA INVESTMENT PARTNERS LLC?
WAYZATA INVESTMENT PARTNERS LLC has approximately 7 employees and manages $184M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Minnesota
MINNEAPOLIS (894)MINNETONKA (136)EDINA (122)ST PAUL (111)PLYMOUTH (97)
City Guides
MINNEAPOLIS GuideMINNETONKA GuideEDINA GuideST PAUL GuidePLYMOUTH Guide
Research
Advisor Fees in MinnesotaNational Fee Analysis
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