Overview
Assets Under Management: $985 million
Headquarters: MINNEAPOLIS, MN
High-Net-Worth Clients: 434
Average Client Assets: $0.6 million
Frequently Asked Questions
QUESTAR ASSET MANAGEMENT, INC. 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 #133358), QUESTAR ASSET MANAGEMENT, INC. is subject to fiduciary duty under federal law.
QUESTAR ASSET MANAGEMENT, INC. is headquartered in MINNEAPOLIS, MN.
QUESTAR ASSET MANAGEMENT, INC. serves 434 high-net-worth clients according to their SEC filing dated May 24, 2018. View client details ↓
According to their SEC Form ADV, QUESTAR ASSET MANAGEMENT, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
QUESTAR ASSET MANAGEMENT, INC. manages $985 million in client assets according to their SEC filing dated May 24, 2018.
According to their SEC Form ADV, QUESTAR ASSET MANAGEMENT, INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 434
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 26.39%
Average Client Assets: $0.6 million
Total Client Accounts: 5,107
Discretionary Accounts: 672
Non-Discretionary Accounts: 4,435
Regulatory Filings
CRD Number: 133358
Filing ID: 1220150
Last Filing Date: 2018-05-24 17:09:00