MINNEAPOLIS PORTFOLIO MANAGEMENT GROUP, LLC

RIASEC RegisteredEst. 2004

Total AUM

$1.1B

Discretionary

$1B

93% of AUM

Avg account

$602K

Accounts

1,830

Employees

9

Advisory reps

3

Firm details

Headquarters: WAYZATA, Minnesota
CRD number: 129963
Registered since: January 14, 2004
Website: mpmgllc.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI63.35%
Individuals23.49%
Charitable Organizations6.1%
Pension & Profit Sharing Plans4.58%
Corporations / Businesses2.48%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Minneapolis Portfolio Management Group, LLC is an SEC‑registered advisory firm organized as an LLC and operating since 2004. The firm serves both individual & family clients and institutional accounts, charging fees as a percentage of assets under management. Its primary advisory work is portfolio management for individuals/small businesses and for businesses or institutions. The firm reports it is not an active ESG investor, is not a multi‑state adviser, and does not act as a capital allocator.

Assets & Accounts

Public Holdings

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

Exchange Traded Equities97%
Cash & Cash Equivalents3%

Contacts

3 of 3

HARRISON GRODNICK
Principal & Senior Portfolio ManagerCRD 2276179
ROBERT BRITTON
Senior Portfolio Manager, PartnerCRD 4980728
PHILLIP GRODNICK
Principal & Senior Portfolio ManagerCRD 230540

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

WAYZATA, MN

HENNEPIN

Location

WAYZATA, MN

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

Metro area: Minneapolis-St. Paul, MN-WI
Region: Midwest
County: HENNEPIN
Address: 3620 County Road 101 S
Time zone: CT (UTC-6)
Office locations

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