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 corporate entity registered with the SEC in 1996 that provides consulting to institutional retirement plans. The firm operates under an individual ownership structure and positions itself as a pension consultant rather than a discretionary asset manager. Its business is organized around a fixed-fee advisory model. The FINTRX record identifies the firm’s primary advisory activity as pension consulting services. It is not listed as a capital allocator, it does not report acting as an ESG-driven investor, and it is not flagged as a related adviser or a multistate adviser.

Assets & Accounts

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

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Andrew Elvin

    Chief Executive OfficerCRD 7699732

Contacts

2 of 2
  • RICHARD ELVIN

    PresidentCRD 4389695

  • DEANN ELVIN

    OwnerCRD 4668420

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth