Overview
Assets Under Management: $281 million
Headquarters: MINNEAPOLIS, MN
High-Net-Worth Clients: 42
Average Client Assets: $2 million
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 42
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 36.93
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,016
Discretionary Accounts: 69
Non-Discretionary Accounts: 947
Regulatory Filings
CRD Number: 7477
Filing ID: 1999690
Last Filing Date: 2025-06-25 16:36:00
Website: https://colliers.com