Minneapolis Portfolio Management Group Review

Trust Score 95%
Trust Score info_outline

Last updated: July 21st, 2019. Data source: SEC filings.

Minneapolis Portfolio Management Group, federally registered in 2004, is a Registered Investment Advisor (RIA) in 42 state(s) with a licensed staff of 3 advisors. Minneapolis Portfolio Management Group manages $974.1 million and provides investment advisory services for 2,870 clients (1:957 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $500,000
Average Client Balance $339,394
Hybrid Advisor No
Disciplinary History No
Total AUM $974.1 million
Advisor / Client Ratio 1:957
Headquarters Minneapolis, MN
SEC Filings Forms and Brochures    (CRD # 129963)
State(s) Registered AL, AZ, CA, CO, CT, FL, GA, HI, ID, IL, IN, IA, KS, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI

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