Underdog Wealth Management, LLC
Underdog Wealth Management, LLC (CRD# 152998) is a financial advisory firm headquartered in Maple Grove, MN. They manage $85,627,779 in 808 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management86MILLION
-
Total Number of Accounts808ACCOUNTS
-
Average Account Value$105,975
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MN, TX, WI
Financial Advisors at Underdog Wealth Management, LLC
1
Anthony Brinda (CRD# 4718349) is an Investment Advisor Representative working at Underdog Wealth Management, LLC in Maple Grove, MN and has over 20 years of experience in the finance industry.
2
Scott Brown (CRD# 1366741) is an Investment Advisor Representative working at Underdog Wealth Management, LLC in Wayzata, MN and has over 38 years of experience in the finance industry.
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