Overview
Assets Under Management: $522 million
Headquarters: MINNETONKA, MN
High-Net-Worth Clients: 13
Average Client Assets: $11 million
Frequently Asked Questions
SPEECE THORSON CAPITAL GROUP 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 #106052), SPEECE THORSON CAPITAL GROUP INC is subject to fiduciary duty under federal law.
SPEECE THORSON CAPITAL GROUP INC is headquartered in MINNETONKA, MN.
SPEECE THORSON CAPITAL GROUP INC serves 13 high-net-worth clients according to their SEC filing dated February 05, 2025. View client details ↓
According to their SEC Form ADV, SPEECE THORSON CAPITAL GROUP INC offers portfolio management for individuals, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
SPEECE THORSON CAPITAL GROUP INC manages $522 million in client assets according to their SEC filing dated February 05, 2025.
According to their SEC Form ADV, SPEECE THORSON CAPITAL GROUP INC serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 13
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 26.82
Average High-Net-Worth Client Assets: $11 million
Total Client Accounts: 40
Discretionary Accounts: 40
Regulatory Filings
CRD Number: 106052
Last Filing Date: 2025-02-05 00:00:00
Website: https://encore-group.com