Standard Valuations, Inc.
Firm details
- Headquarters
- White Bear Lake, Minnesota
- CRD number
- 112413
- Registered since
- February 15, 1996
- Website
- www.standardvaluations.com
- Fee structure
- Fixed Fees
- Services
- Pension Consulting
Firm profile
FINTRXOverview
Standard Valuations, Inc. is a corporation operating as an institutional registered investment adviser. The firm has been SEC-registered since 1996 and is owned by an individual. Its primary activity is pension consulting for institutional clients, delivered on a fixed-fee basis. The firm is not positioned as a capital allocator; instead it provides advisory services around pension plans rather than directly managing client capital. The firm does not identify as an active ESG investor and is not reported as a multistate adviser or a related adviser. Its business profile is focused on serving institutional pension clients rather than retail wealth management or private-client services.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Andrew Elvin
Chief Executive OfficerCRD 7699732
Contacts
2 of 2Richard Elvin
PresidentCRD 4389695
Deann Elvin
OwnerCRD 4668420
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
White Bear Lake, MN
Ramsey
Location
White Bear Lake, MN
Headquartered in White Bear Lake, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- Ramsey
- Address
- 4801 Highway 61 N
- Time zone
- CT (UTC-6)
- Office locations
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