Overview
Assets Under Management: $68 million
Headquarters: MINNEAPOLIS, MN
High-Net-Worth Clients: 68
Average Client Assets: $0.4 million
Frequently Asked Questions
CONTEGO CAPITAL GROUP, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #128518), CONTEGO CAPITAL GROUP, INC. is subject to fiduciary duty under federal law.
CONTEGO CAPITAL GROUP, INC. is headquartered in MINNEAPOLIS, MN.
CONTEGO CAPITAL GROUP, INC. serves 68 high-net-worth clients according to their SEC filing dated May 21, 2024. View client details ↓
According to their SEC Form ADV, CONTEGO CAPITAL GROUP, INC. offers portfolio management for individuals, portfolio management for businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
CONTEGO CAPITAL GROUP, INC. manages $68 million in client assets according to their SEC filing dated May 21, 2024.
According to their SEC Form ADV, CONTEGO CAPITAL GROUP, INC. serves high-net-worth individuals, businesses, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 68
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 39.83%
Average Client Assets: $0.4 million
Total Client Accounts: 71
Discretionary Accounts: 71
Regulatory Filings
CRD Number: 128518
Filing ID: 1877805
Last Filing Date: 2024-05-21 15:18:00