Minneapolis Portfolio Management Group, LLC

RIASEC Registered

Total AUM

$1.1B

Discretionary

$1B

93% of AUM

Avg account

$602K

Accounts

1,830

Employees

Advisory reps

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 independent, owner-operated RIA that provides discretionary portfolio management for individuals, small businesses and institutional clients. The firm is registered with the SEC (initial registration 2004) and charges fees based on a percentage of assets under management. Its advisory services focus on traditional portfolio management rather than ESG or pension consulting, and it does not present itself as a capital allocator or a multi-state adviser.