Overview
Assets Under Management: $534 million
Headquarters: EDINA, MN
High-Net-Worth Clients: 987
Average Client Assets: $502,496
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies
Clients
Number of High-Net-Worth Clients: 987
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 60.28
Average High-Net-Worth Client Assets: $502,496
Total Client Accounts: 853
Discretionary Accounts: 790
Non-Discretionary Accounts: 63
Regulatory Filings
CRD Number: 286656
Last Filing Date: 2024-02-13 00:00:00
Website: https://runningoak.com