Ehlers

RIASEC Registered

Total AUM

$3.6B

Discretionary

$688M

19% of AUM

Avg account

$5M

Accounts

722

Employees

13

Advisory reps

9

Firm details

Headquarters: Minneapolis, Minnesota
CRD number: 146385
Registered since: January 12, 2009
Website: www.ehlers-inc.com
Custodians: PERSHING LLC, U.S. BANCORP INVESTMENTS, INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: State / Municipal Government99.56%
Corporations / Businesses0.44%
Services: Portfolio Management for Institutional ClientsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Ehlers LLC is an institutional registered investment adviser that has been registered with the SEC since 2009. The firm focuses on institutional clients and provides portfolio management services for businesses and institutions, along with educational seminars and workshops. Its fee arrangements include percentage-of-AUM fees as well as hourly and fixed-fee engagements. Ownership is a mix of a domestic entity and individual owners, and the firm is not positioned as a capital allocator. Ehlers identifies as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

US Government Bonds52%
Cash & Cash Equivalents21%
State & Local Bonds19%
Other8%

Owners & executives

1 of 1

Pamela Ziermann
Chief Compliance OfficerCRD 2083562

Contacts

3 of 8

Brian Reilly
Senior Municipal AdvisorCRD 6043530
Tamara Olszewski
Senior Investment AdvisorCRD 5006680
James Groetsch
Investment AdviserCRD 5377369

Unlock 5 more contacts →

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Minneapolis, MN

Hennepin

Location

Minneapolis, MN

Headquartered in Minneapolis, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.

Metro area: Minneapolis-St. Paul, MN-WI
Region: Midwest
County: Hennepin
Address: 3001 Broadway St Ne
Time zone: CT (UTC-6)
Office locations

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