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
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 investment adviser organized as an LLC and in operation since 2004. The firm is owned by an individual and serves both individual/family clients and institutional accounts. It bills on a percentage-of-AUM basis and provides discretionary and non-discretionary portfolio management for individuals, small businesses, and institutional clients. The adviser does not describe itself as an active ESG investor and is not a multi-state or newly formed adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 97%, Cash & Cash Equivalents 3%97%
  • Exchange Traded Equities97%
  • Cash & Cash Equivalents3%

Contacts

3 of 3
  • Harrison Grodnick

    Harrison Grodnick

    Principal & Senior Portfolio ManagerCRD 2276179

  • Robert Britton

    Robert Britton

    Senior Portfolio Manager, PartnerCRD 4980728

  • Phillip Grodnick

    Phillip Grodnick

    Principal & Senior Portfolio ManagerCRD 230540

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth