Standard Valuations, Inc.

RIASEC RegisteredEst. 1996
Total AUM
Avg account
$0
Accounts
0
Employees
3
Advisory reps
3

Firm details

Headquarters
White Bear Lake, Minnesota
CRD number
112413
Registered since
February 15, 1996
Fee structure
Fixed Fees
Services
Pension Consulting

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Andrew Elvin

    Andrew Elvin

    Chief Executive OfficerCRD 7699732

Contacts

2 of 2
  • Richard Elvin

    PresidentCRD 4389695

  • Deann Elvin

    OwnerCRD 4668420

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

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth