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Building 2NEPSIS, INC.

Map pinMINNEAPOLIS, MN
Phone952-746-2003
NotebookSEC #801-67023
Total AUM
$344.5M
Employees
37
Clients
591

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
TWO MERIDIAN CROSSINGS, SUITE 400
MINNEAPOLIS
MN 55423
United States
Operating Hours
8:00 A.M. - 4:30 P.M.
Monday - Friday
Phone
952-746-2003
Other Offices
3

ReceiptFinancials

Total AUM
$344.5M
Accounts
1,267
Discretionary
$344.5M
Accounts
1,267
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
494
AUM
$120.7M
HNW Individual Clients
96
AUM
$222.5M
Pension/Profit Sharing Plan Clients
1
AUM
$1.3M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUMCharges Subscription Fee
Other Compensation
FEES FOR RESEARCH SERVICES

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLHIIAIDILINLAMNNCNENYTNTXWAWI

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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