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HIGH NOTE WEALTH, LLC
HIGH NOTE WEALTH, LLC
DEEPHAVEN, Minnesota
·
3 registered advisors
·
CRD# 305768
SEC# 801-117495
0
(952) 224-7970
01
Firm Overview
AUM
$506M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at HIGH NOTE WEALTH, LLC
3 registered advisors
Katherine Marie Antoinette Forrester
DEEPHAVEN, Minnesota
CRD# 2837901
Kyle James Janovsky
DEEPHAVEN, Minnesota
CRD# 5835601
Michael Wayne Forrester
DEEPHAVEN, Minnesota
CRD# 3261271
05
Office Locations
DEEPHAVEN, Minnesota
3 advisors
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Data sourced from SEC Form ADV filings. HIGH NOTE WEALTH, LLC (CRD# 305768) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.