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Building 2PERCEPTIVE EDGE INVESTMENT MANAGEMENT, INC.

Map pinWAYZATA, MN
Phone952-476-2770
NotebookSEC #801-79412
Total AUM
$505M
Employees
4
Clients
99

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
15600 WAYZATA BLVD.
SUITE 101
WAYZATA
MN 55391
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
952-476-2770

ReceiptFinancials

Total AUM
$505M
Accounts
215
Discretionary
$183.1M
Accounts
196
Non-Discretionary
$321.9M
Accounts
19

ContactClients

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Individual Clients
62
AUM
$5.4M
HNW Individual Clients
29
AUM
$166.5M
Pension/Profit Sharing Plan Clients
1
AUM
$8.5M
Charitable Organization Clients
6
AUM
$324.6M
Corporation or Business Clients
1
AUM
$117.7K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMNPA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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