Carl Wojtyla Luxem is an adviser based in Edina. It manages $37.88 million of regulatory assets for 36 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of Minnesota.
Carl Wojtyla Luxem provides portfolio management for individuals and small businesses and portfolio mgmt. for charitable organizations. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Carl Wojtyla Luxem is $37.88 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -27% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Carl Wojtyla Luxem for their services and products based on a percentage of assets under management. 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.
The principal office where Carl Wojtyla Luxem performs its advisory services is located at 7600 Parklawn Ave., Ste 376, Edina, MN 55435 5129, 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 952-841-8426 or by fax 952-841-8427. The normal business hours are by appointment on Monday - Friday.