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INVESTORS FINANCIAL GROUP
PLYMOUTH, MN
763-525-0001
SEC #801-71540Total AUM
$1.3B
Employees
26Clients
1,836Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
9800 SHELARD PARKWAY
SUITE 220
PLYMOUTH
MN 55441
United States
SUITE 220
PLYMOUTH
MN 55441
United States
Operating Hours
8:30 A.M. - 4:30 P.M.
Monday - Friday
Monday - Friday
Phone
763-525-0001
Other Offices
3
Financials
Total AUM
$1.3B
Accounts
3,794Discretionary
$1.2B
Accounts
3,788Non-Discretionary
$51.7M
Accounts
6
Clients
Individual Clients
1,218AUM
$376.4M
HNW Individual Clients
568AUM
$823M
Pension/Profit Sharing Plan Clients
30AUM
$58.9M
Charitable Organization Clients
15AUM
$2.1M
Corporation or Business Clients
5AUM
$9M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
AZCACOFLGAIAILLAMIMNMTNCNDNENHNJNMNVNYOHORPASDTXUTVAVTWAWI
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.