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Building 2BEARING POINT CAPITAL

Map pinRICHFIELD, MN
Phone952-800-6301
NotebookSEC #801-130682
Total AUM
$1.1B
Employees
7
Clients
236

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2 MERIDIAN CROSSINGS
SUITE 320
RICHFIELD
MN 55423
United States
Operating Hours
8:00 TO 5:00
Monday - Friday
Phone
952-800-6301

ReceiptFinancials

Total AUM
$1.1B
Accounts
896
Discretionary
$1.1B
Accounts
896
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
134
AUM
$85.5M
HNW Individual Clients
95
AUM
$1B
Banking Clients
2
AUM
$1.2M
Corporation or Business Clients
5
AUM
$14.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLILMNNYTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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