NORTHROCK PARTNERS, LLC
Total AUM
$12.2B
Employees
233Clients
4,811Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
225 SOUTH SIXTH STREET
SUITE 1400
MINNEAPOLIS
MN 55402
United States
SUITE 1400
MINNEAPOLIS
MN 55402
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
(612) 367-8800
Other Offices
18
Financials
Total AUM
$12.2B
Accounts
24,014Discretionary
$11.5B
Accounts
22,997Non-Discretionary
$660.2M
Accounts
1,017
Clients
Individual Clients
2,523AUM
$1.1B
HNW Individual Clients
2,255AUM
$10.9B
Pooled Vehicle Clients
1AUM
$74.9K
Charitable Organization Clients
12AUM
$67M
Corporation or Business Clients
20AUM
$76M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
GENERAL CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCACOCTFLGAHIIAIDILINKSLAMAMDMEMIMNMOMTNCNDNENHNJNMNVNYOHOKORPASCSDTNTXUTVAWAWI
Affiliates
Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.