Overview
Assets Under Management: $715 million
Headquarters: PLYMOUTH, MN
High-Net-Worth Clients: 335
Average Client Assets: $1.2 million
Frequently Asked Questions
INVESTORS FINANCIAL GROUP 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 #154168), INVESTORS FINANCIAL GROUP is subject to fiduciary duty under federal law.
INVESTORS FINANCIAL GROUP is headquartered in PLYMOUTH, MN.
INVESTORS FINANCIAL GROUP serves 335 high-net-worth clients according to their SEC filing dated July 20, 2018. View client details ↓
According to their SEC Form ADV, INVESTORS FINANCIAL GROUP offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
INVESTORS FINANCIAL GROUP manages $715 million in client assets according to their SEC filing dated July 20, 2018.
According to their SEC Form ADV, INVESTORS FINANCIAL GROUP serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 335
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 58.32%
Average Client Assets: $1.2 million
Total Client Accounts: 2,796
Discretionary Accounts: 2,796
Regulatory Filings
CRD Number: 154168
Filing ID: 1230492
Last Filing Date: 2018-07-20 08:01:00