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Building 2FIRST LIGHT ASSET MANAGEMENT, LLC

Map pinEDINA, MN
Phone952-831-6500
NotebookSEC #801-78528
Total AUM
$1.4B
Employees
14
Clients
861

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3300 EDINBOROUGH WAY
SUITE 201
EDINA
MN 55435
United States
Operating Hours
8AM-4:30PM
Monday - Friday
Phone
952-831-6500
Other Offices
1

ReceiptFinancials

Total AUM
$1.4B
Accounts
861
Discretionary
$1.4B
Accounts
861
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
167
AUM
$41.3M
HNW Individual Clients
659
AUM
$354.8M
Pooled Vehicle Clients
5
AUM
$975.2M
Pension/Profit Sharing Plan Clients
5
AUM
$5.6M
Charitable Organization Clients
7
AUM
$4.1M
Corporation or Business Clients
18
AUM
$26.5M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLGAIAILMDMIMNNENYSDTXVAWAWI

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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