MAIRS & POWER

RIASEC RegisteredEst. 1961
Total AUM
$12.1B
Discretionary
$12B
99% of AUM
Avg account
$7M
Accounts
1,725
Employees
60
Advisory reps
21

Firm details

Headquarters
SAINT PAUL, Minnesota
CRD number
110351
Registered since
November 15, 1961
Website
www.mairsandpower.com
Custodians
CHARLES SCHWAB & CO., INC., SEI INVESTMENTS DISTRIBUTION CO.
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Investment Companies53.33%
  • HNWI36.11%
  • Pension & Profit Sharing Plans4.05%
  • Charitable Organizations3.4%
  • Insurance Companies1.39%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Mairs & Power operates as an independent, corporation-structured registered investment adviser that has been SEC-registered since 1961. The firm serves both individual/family and institutional clients and charges a mix of percentage-of-AUM, fixed, and performance-based fees. Advisory offerings include financial planning, discretionary portfolio management across individuals, pooled vehicles and investment companies, and educational seminars. The firm identifies as an active ESG investor and also sponsors and acts as a general partner/managing member for pooled investment vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 78%, Investment Grade Corp Bonds 10%, Cash & Cash Equivalents 5%, State & Local Bonds 3%, Public Funds/Mutual Funds 2%, US Government Bonds 1%, Private Funds 1%78%
  • Exchange Traded Equities78%
  • Investment Grade Corp Bonds10%
  • Cash & Cash Equivalents5%
  • State & Local Bonds3%
  • Public Funds/Mutual Funds2%

Owners & executives

3 of 4

  • ROBERT MAIRS

    President and Chief Executive OfficerCRD 6622285

  • Brent Williams

    Chief Compliance OfficerCRD 7992695

  • ANDREW ADAMS

    Chief Investment OfficerCRD 2558532

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Contacts

3 of 17

  • Justin Miller

    Investment ManagerCRD 6924539

  • Brent Miller

    Vice President, Investment ManagerCRD 7348118

  • PATRICK FARLEY

    Vice President, Investment ManagerCRD 2435068

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 239

Active vs passive

$727M in ETFs

Passive

93%

$679M

Active

5%

$48M

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$52.8M81,1307.26%
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Location

Primary office

SAINT PAUL, MN

RAMSEY

Location

SAINT PAUL, MN

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

Metro area
Minneapolis-St. Paul, MN-WI
Region
Midwest
County
RAMSEY
Address
30 7th St E
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth