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Cerity Partners - Minnesota

EST. AUM
$288,189,706

CONTACTS

CLIENT ACCOUNTS
763

Firm Details

Metro area Minneapolis
CRD Number 174136
Website ceritypartners.com
Client types

Overview

Cerity Partners - Minnesota, formerly Echo Wealth Management, LLC is a Plymouth, Minnesota-based registered investment adviser and boutique firm with roots in tax planning. It integrates tax, estate, insurance and investment planning with investment management and pension consulting for individuals, trusts, estates, high net worth clients, retirement plans, charitable organizations and businesses.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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