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Building 2SPLIT ROCK PRIVATE TRADING AND WEALTH MANAGEMENT LLC

Map pinCLOQUET, MN
Phone(218) 879-3262
NotebookSEC #801-119587
Total AUM
$356.1M
Employees
6
Clients
999

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
105 ARCH ST
CLOQUET
MN 55720
United States
Operating Hours
8:30 AM -4:30 PM
Monday - Friday
Phone
(218) 879-3262
Other Offices
1

ReceiptFinancials

Total AUM
$356.1M
Accounts
2,084
Discretionary
$348.8M
Accounts
2,056
Non-Discretionary
$7.3M
Accounts
28

ContactClients

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Individual Clients
596
AUM
$165.5M
HNW Individual Clients
401
AUM
$129.6M
Investment Company Clients
1
AUM
$53.7M
Pension/Profit Sharing Plan Clients
1
AUM
$7.3M

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLILMNTXWI

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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