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Building 2CONTEGO CAPITAL GROUP, INC.

Map pinEDINA, MN
Phone952-697-2579
NotebookSEC #801-113844
Total AUM
$88M
Employees
8
Clients
91

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
200 SOUTHDALE CENTER
EDINA
MN 55435
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
952-697-2579

ReceiptFinancials

Total AUM
$88M
Accounts
179
Discretionary
$88M
Accounts
179
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
88
AUM
$37.6M
Investment Company Clients
1
AUM
$22.2M
Pension/Profit Sharing Plan Clients
1
AUM
$13.8M
Investment Advisor Clients
1
AUM
$14.4M

Briefcase businessServices

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Services Offered
Company Portfolio ManagementFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
IAMNND

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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