Lodestone Fiduciary LLC
Firm details
- Headquarters
- Minnetonka, Minnesota
- CRD number
- 344016
- Fee structure
- Percentage of AUM
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Lodestone Fiduciary LLC is a Minnesota-based limited liability company focused on financial planning and portfolio management for individual clients and small businesses. The firm is individually owned and bills clients on a percentage-of-assets-under-management basis. According to available records, Lodestone does not position itself as a capital allocator or pension consultant and is not identified as an active ESG investor.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1Daniel Wilson
CRD 6273130
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Minnetonka, MN
Hennepin
Location
Minnetonka, MN
Headquartered in Minnetonka, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- Hennepin
- Address
- 601 Carlson Pkwy
- Time zone
- CT (UTC-6)
- Office locations
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