Overview
Assets Under Management: $1.1 billion
Headquarters: MINNEAPOLIS, MN
High-Net-Worth Clients: 52
Average Client Assets: $0.7 million
Frequently Asked Questions
LEUTHOLD WEEDEN CAPITAL MANAGEMENT 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 #105826), LEUTHOLD WEEDEN CAPITAL MANAGEMENT is subject to fiduciary duty under federal law.
LEUTHOLD WEEDEN CAPITAL MANAGEMENT is headquartered in MINNEAPOLIS, MN.
LEUTHOLD WEEDEN CAPITAL MANAGEMENT serves 52 high-net-worth clients according to their SEC filing dated July 19, 2024. View client details ↓
According to their SEC Form ADV, LEUTHOLD WEEDEN CAPITAL MANAGEMENT offers portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
LEUTHOLD WEEDEN CAPITAL MANAGEMENT manages $1.1 billion in client assets according to their SEC filing dated July 19, 2024.
According to their SEC Form ADV, LEUTHOLD WEEDEN CAPITAL MANAGEMENT serves high-net-worth individuals, businesses, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 52
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 3.12%
Average Client Assets: $0.7 million
Total Client Accounts: 127
Discretionary Accounts: 93
Non-Discretionary Accounts: 34
Regulatory Filings
CRD Number: 105826
Filing ID: 1886315
Last Filing Date: 2024-07-19 18:26:00