Wayzata Investment Partners LLC

Wayzata Investment Partners LLC (CRD# 132046) is a financial advisory firm headquartered in Plymouth, MN. They manage $376,008,738 in 2 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
One Carlson Parkway North, Suite 220, Plymouth, MN 55447
http://www.wayzatainvestmentpartners.com
By the Numbers
  • Total Assets Under Management
    376
    MILLION
  • Total Number of Accounts
    2
    ACCOUNTS
  • Average Account Value
    $188,004,369
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA, MN

Financial Advisors at Wayzata Investment Partners LLC
Showing 1 - 1 of 1 top financial advisors.
1
John Foley, financial advisor Wayzata MN
John E. Foley
CRD#: 2303774
701 East Lake Street, Suite 300, Wayzata, MN 55391

John Foley (CRD# 2303774) is an Investment Advisor Representative working at Wayzata Investment Partners LLC in Wayzata, MN and has over 31 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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