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Building 2RIVERBRIDGE

Map pinMINNEAPOLIS, MN
Phone612-904-6200
NotebookSEC #801-57432
Total AUM
$5B
Employees
46
Clients
3,660

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
80 SOUTH EIGHTH STREET
SUITE 1500
MINNEAPOLIS
MN 55402
United States
Operating Hours
8:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
612-904-6200

ReceiptFinancials

Total AUM
$5B
Accounts
3,656
Discretionary
$5B
Accounts
3,656
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1
AUM
$0
HNW Individual Clients
3,482
AUM
$3.2B
Banking Clients
1
AUM
$0
Investment Company Clients
2
AUM
$240.5M
Pooled Vehicle Clients
3
AUM
$332.8M
Pension/Profit Sharing Plan Clients
17
AUM
$252.9M
Charitable Organization Clients
60
AUM
$194.3M
Government Entity Clients
4
AUM
$404.4M
Investment Advisor Clients
1
AUM
$0
Insurance Company Clients
3
AUM
$19.7M
Sovereign Wealth Fund Clients
1
AUM
$0
Corporation or Business Clients
82
AUM
$297M
Other Clients
3
AUM
$47.3M
Description of Other Clients
FOUNDATIONS, TAFT HARTLEY

Briefcase businessServices

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Services Offered
Company Portfolio ManagementEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio ManagementPublications
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWV

HandshakeAffiliates

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

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