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VPWM ADVISORS, LLC
VPWM ADVISORS, LLC
PLYMOUTH, Minnesota
·
1 registered advisor
·
CRD# 167886
SEC# 801-99343
5
(763) 587-7120
01
Firm Overview
AUM
$328M
Regulatory assets under management
Employees
12
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at VPWM ADVISORS, LLC
1 registered advisor
James Norman Erdmann
PLYMOUTH, Minnesota
CRD# 7133732
05
Office Locations
PLYMOUTH, Minnesota
1 advisor
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Data sourced from SEC Form ADV filings. VPWM ADVISORS, LLC (CRD# 167886) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.