Wing John Financial LLC (Eden Prairie)

Name: Wing John Financial LLC
Address: 12700 Anderson Lakes Parkway, Eden Prairie, MN, 55344
Telephone: 952-944-5760

Wing John Financial LLC is a large advisory firm based in Eden Prairie. It manages $36.74 million of regulatory assets for 159 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Illinois, Michigan, and Minnesota.

Wing John Financial provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Wing John Financial: assets under management

The assets under management (AUM) of Wing John Financial LLC is $36.74 million. The company doesn't manage any assets belonging to foreign clients.

The firm manages $4.32 million in discretionary accounts and $32.42 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $60.03 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $372.61 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Wing John Financial LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Wing John Financial LLC

John William Wing has been acting as President since 1 May 1995. Lisa Gehl Wing joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Lisa Gehl Wing	Vice president	1 May 1995	25% - 50%	4363478
John William Wing	President	1 May 1995	50% - 75%	1769183

Based in Eden Prairie

The principal office where Wing John Financial LLC performs its advisory services is located at 12700 Anderson Lakes Parkway, Eden Prairie, MN 55344, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 952-944-5760 or by fax 952-826-2820. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at quantitativeadvantage.com.