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KOPP INVESTMENT ADVISORS
BLOOMINGTON, MN
952-841-0400
SEC #801-36574Total AUM
$117.5M
Employees
5Clients
175Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
8400 NORMANDALE LAKE BOULEVARD
SUITE 1450
BLOOMINGTON
MN 55437
United States
SUITE 1450
BLOOMINGTON
MN 55437
United States
Operating Hours
MONDAY-THURSDAY 8-4:30 FRIDAY 8-4
Monday - Friday
Monday - Friday
Phone
952-841-0400
Financials
Total AUM
$117.5M
Accounts
175Discretionary
$112.3M
Accounts
169Non-Discretionary
$5.1M
Accounts
6
Clients
Individual Clients
129AUM
$48.5M
HNW Individual Clients
28AUM
$57.2M
Pension/Profit Sharing Plan Clients
9AUM
$5.1M
Charitable Organization Clients
8AUM
$5.8M
Corporation or Business Clients
1AUM
$856.5K
Services
Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
SUPPORT SERVICES FOR A FAMILY OFFICE (RESEARCH, TRADING, COMPLIANCE, BACK OFFICE ADMINISTRATION, ACCOUNTING AND TAX ASSISTANCE)
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CAFLILMNTX
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.