MINDER NARUSIEWICZ, INC.
Firm details
- Headquarters
- WOODBURY, Minnesota
- CRD number
- 115028
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI69.69%
- Individuals30.31%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Minder Narusiewicz, Inc. operates as an independent registered investment adviser in a corporate form and is owned by an individual principal. The firm focuses on serving individual and family clients, providing financial planning and portfolio management geared toward individuals and small businesses. Its billing mixes an asset‑based fee and hourly charges. In addition to advisory work, the firm is active as a registered representative of a broker‑dealer and as an insurance broker/financial product salesperson, which indicates the adviser can both advise on and distribute investment and insurance products. The firm does not position itself as an allocator to third‑party alternative managers, and it does not identify as an ESG‑focused or multi‑state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds91%
- Cash & Cash Equivalents7%
- Exchange Traded Equities2%
Contacts
1 of 1NANCY NARUSIEWICZ
Registered PrincipalCRD 2327417
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WOODBURY, MN
WASHINGTON
Location
WOODBURY, MN
Headquartered in WOODBURY, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- WASHINGTON
- Address
- 670 Commerce Dr
- Time zone
- CT (UTC-6)
- Office locations
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