Tealwood Asset Management

RIASEC Registered

Total AUM

$365M

Discretionary

$365M

100% of AUM

Avg account

$537K

Accounts

681

Employees

Advisory reps

Firm details

Headquarters: Minneapolis, Minnesota
CRD number: 105245
Registered since: March 18, 1987
Website: www.tealwood.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI86.62%
Individuals10.82%
Pension & Profit Sharing Plans0.85%
Other Investment Advisers0.84%
Corporations / Businesses0.69%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Tealwood Asset Management is an independent, individually owned registered investment adviser; it has been registered with the SEC since 1987. The firm provides financial planning and portfolio management services to individuals, families and institutional clients, including separate account management for individuals/small businesses and for businesses or institutions. Its client billing mixes percentage-of-AUM fees with fixed-fee arrangements. Tealwood identifies equities as its primary preference and is not an active ESG investor. It is not designated as a multi-state adviser and the firm does not operate as a capital allocator.