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Building 2NORTHROCK PARTNERS, LLC

Map pinMINNEAPOLIS, MN
Phone(612) 367-8800
NotebookSEC #801-78194
Total AUM
$12.2B
Employees
233
Clients
4,811

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
225 SOUTH SIXTH STREET
SUITE 1400
MINNEAPOLIS
MN 55402
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
(612) 367-8800
Other Offices
18

ReceiptFinancials

Total AUM
$12.2B
Accounts
24,014
Discretionary
$11.5B
Accounts
22,997
Non-Discretionary
$660.2M
Accounts
1,017

ContactClients

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Individual Clients
2,523
AUM
$1.1B
HNW Individual Clients
2,255
AUM
$10.9B
Pooled Vehicle Clients
1
AUM
$74.9K
Charitable Organization Clients
12
AUM
$67M
Corporation or Business Clients
20
AUM
$76M

Briefcase businessServices

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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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOCTFLGAHIIAIDILINKSLAMAMDMEMIMNMOMTNCNDNENHNJNMNVNYOHOKORPASCSDTNTXUTVAWAWI

HandshakeAffiliates

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Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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