Overview
Assets Under Management: $2.6 billion
Headquarters: MINNETONKA, MN
High-Net-Worth Clients: 294
Average Client Assets: $7.4 million
Frequently Asked Questions
MERISTEM FAMILY WEALTH 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 #109141), MERISTEM FAMILY WEALTH is subject to fiduciary duty under federal law.
MERISTEM FAMILY WEALTH is headquartered in MINNETONKA, MN.
MERISTEM FAMILY WEALTH serves 294 high-net-worth clients according to their SEC filing dated November 19, 2018. View client details ↓
According to their SEC Form ADV, MERISTEM FAMILY WEALTH offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
MERISTEM FAMILY WEALTH manages $2.6 billion in client assets according to their SEC filing dated November 19, 2018.
According to their SEC Form ADV, MERISTEM FAMILY WEALTH serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 294
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.72%
Average Client Assets: $7.4 million
Total Client Accounts: 532
Discretionary Accounts: 174
Non-Discretionary Accounts: 358
Regulatory Filings
CRD Number: 109141
Filing ID: 1252415
Last Filing Date: 2018-11-19 09:15:00