Overview
Assets Under Management: $364 million
Headquarters: MINNEAPOLIS, MN
High-Net-Worth Clients: 111
Average Client Assets: $2 million
Frequently Asked Questions
TEALWOOD 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 #105245), TEALWOOD ASSET MANAGEMENT INC is subject to fiduciary duty under federal law.
TEALWOOD ASSET MANAGEMENT INC is headquartered in MINNEAPOLIS, MN.
TEALWOOD ASSET MANAGEMENT INC serves 111 high-net-worth clients according to their SEC filing dated January 28, 2025. View client details ↓
According to their SEC Form ADV, TEALWOOD ASSET MANAGEMENT INC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
TEALWOOD ASSET MANAGEMENT INC manages $364 million in client assets according to their SEC filing dated January 28, 2025.
According to their SEC Form ADV, TEALWOOD 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
Clients
Number of High-Net-Worth Clients: 111
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.43
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 738
Discretionary Accounts: 735
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 105245
Last Filing Date: 2025-01-28 00:00:00
Website: https://tealwood.com