Overview
Assets Under Management: $901 million
Headquarters: WAYZATA, MN
High-Net-Worth Clients: 3
Average Client Assets: $82 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 3
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 27.28
Average High-Net-Worth Client Assets: $82 million
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