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Building 2SPEECE THORSON CAPITAL GROUP INC

Map pinMINNETONKA, MN
Phone612-338-4649
NotebookSEC #801-39816
Total AUM
$469M
Employees
4
Clients
30

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
601 CARLSON PARKWAY
SUITE 850
MINNETONKA
MN 55305-5231
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
612-338-4649

ReceiptFinancials

Total AUM
$469M
Accounts
41
Discretionary
$469M
Accounts
41
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
3
AUM
$13M
HNW Individual Clients
14
AUM
$116M
Pooled Vehicle Clients
1
AUM
$111M
Pension/Profit Sharing Plan Clients
2
AUM
$119M
Charitable Organization Clients
9
AUM
$106M
Government Entity Clients
1
AUM
$4M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MNTX

HandshakeAffiliates

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

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