1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2TEALWOOD ASSET MANAGEMENT

Map pinMINNEAPOLIS, MN
Phone612-340-0181
NotebookSEC #801-29095
Total AUM
$365.4M
Employees
7
Clients
235

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
120 SOUTH 6TH STREET
SUITE 1900
MINNEAPOLIS
MN 55402
United States
Operating Hours
8:00 A.M - 5:00 P.M.
Monday - Friday
Phone
612-340-0181

ReceiptFinancials

Total AUM
$365.4M
Accounts
681
Discretionary
$365.4M
Accounts
681
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
61
AUM
$39.6M
HNW Individual Clients
169
AUM
$316.5M
Investment Company Clients
1
AUM
$195.2K
Pension/Profit Sharing Plan Clients
1
AUM
$3.1M
Charitable Organization Clients
1
AUM
$453.1K
Investment Advisor Clients
1
AUM
$3.1M
Corporation or Business Clients
1
AUM
$2.5M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLMNNENHTXWI

HandshakeAffiliates

View all affiliates →

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

Feature requires an account