Azure Wealth Management
Azure Wealth Management (CRD# 172677) is a financial advisory firm headquartered in Saint Paul, MN. They manage $23,048,264 in 215 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Azure Wealth Management
By the Numbers
-
Total Assets Under Management23MILLION
-
Total Number of Accounts215ACCOUNTS
-
Average Account Value$107,201
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MN
Financial Advisors at Azure Wealth Management
1
Elyse Jensen (CRD# 5722402) is an Investment Advisor Representative working at Azure Wealth Management in Saint Paul, MN and has over 14 years of experience in the finance industry.
2
Heath Jensen (CRD# 6692190) is an Investment Advisor Representative working at Azure Wealth Management in Saint Paul, MN and has over 7 years of experience in the finance industry.
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