Contego Capital Group, Inc.

RIASEC RegisteredEst. 2018

Total AUM

$88M

Discretionary

$88M

100% of AUM

Avg account

$492K

Accounts

179

Employees

Advisory reps

Firm details

Headquarters: Edina, Minnesota
CRD number: 128518
Registered since: August 17, 2018
Website: www.contegocap.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, ALERUS FINANCIAL CORP.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI42.76%
Investment Companies25.23%
Other Investment Advisers16.31%
Pension & Profit Sharing Plans15.7%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Contego Capital Group, Inc. is a corporation operating as an institutional registered investment advisor since 2018. The firm serves both individual/family and institutional clients and charges clients via a percentage-of-AUM model and fixed fees. Primary advisory offerings include financial planning, discretionary portfolio management for individuals, small businesses, investment companies and institutions, plus pension consulting. FINTRX flags the firm as not an active ESG investor and classifies the owner type as an individual.