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Building 2DISCIPLINED GROWTH INVESTORS INC

Map pinMINNEAPOLIS, MN
Phone612-317-4100
NotebookSEC #801-53297
Total AUM
$5.5B
Employees
21
Clients
139

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
150 SOUTH FIFTH STREET
SUITE 2550
MINNEAPOLIS
MN 55402-1227
United States
Operating Hours
8:00AM - 4:30PM
Monday - Friday
Phone
612-317-4100

ReceiptFinancials

Total AUM
$5.5B
Accounts
144
Discretionary
$5.5B
Accounts
144
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
102
AUM
$1.4B
Investment Company Clients
1
AUM
$570.6M
Pooled Vehicle Clients
9
AUM
$1.5B
Pension/Profit Sharing Plan Clients
8
AUM
$362.6M
Charitable Organization Clients
11
AUM
$1.1B
Government Entity Clients
1
AUM
$256.6M
Investment Advisor Clients
1
AUM
$185.5M
Corporation or Business Clients
6
AUM
$112.3M

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOCTFLGAIAILLAMAMIMNNDNYOHOKORTXWAWI

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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