Overview
Assets Under Management: $901 million
Headquarters: WAYZATA, MN
High-Net-Worth Clients: 542
Average Client Assets: $983,702
Frequently Asked Questions
MINNEAPOLIS PORTFOLIO MANAGEMENT GROUP, LLC 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 #129963), MINNEAPOLIS PORTFOLIO MANAGEMENT GROUP, LLC is subject to fiduciary duty under federal law.
MINNEAPOLIS PORTFOLIO MANAGEMENT GROUP, LLC is headquartered in WAYZATA, MN.
MINNEAPOLIS PORTFOLIO MANAGEMENT GROUP, LLC serves 542 high-net-worth clients according to their SEC filing dated March 18, 2025. View client details ↓
According to their SEC Form ADV, MINNEAPOLIS PORTFOLIO MANAGEMENT GROUP, LLC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
MINNEAPOLIS PORTFOLIO MANAGEMENT GROUP, LLC manages $901 million in client assets according to their SEC filing dated March 18, 2025.
According to their SEC Form ADV, MINNEAPOLIS PORTFOLIO MANAGEMENT GROUP, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 542
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 59.20
Average High-Net-Worth Client Assets: $983,702
Total Client Accounts: 1,782
Discretionary Accounts: 1,543
Non-Discretionary Accounts: 239
Regulatory Filings
CRD Number: 129963
Filing ID: 1949005
Last Filing Date: 2025-03-18 11:03:00
Website: https://mpmgllc.com