Thrivent Investment Management Inc.

RIASEC Registered
Total AUM
$20.8B
Discretionary
$9.5B
46% of AUM
Avg account
$381K
Accounts
54,503
Employees
3,901
Advisory reps
3,970

Firm details

Headquarters
Minneapolis, Minnesota
CRD number
18387
Registered since
May 18, 1987
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI54.88%
  • Individuals42.82%
  • Corporations / Businesses1.8%
  • Other0.47%
  • Pension & Profit Sharing Plans0.03%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Thrivent Investment Management Inc. is a corporation-classified, non-independent retail RIA that has been SEC registered since 1987. The firm combines advisory services with broker‑dealer activity and serves a mix of individual, family and institutional clients. Its advisory offering centers on financial planning and portfolio management for individuals and small businesses, and its fee arrangements include both percentage-of-AUM and fixed-fee models. Thrivent identifies as an active ESG investor and maintains business and industry relationships that span broker‑dealer operations, banking and trust entities, insurance companies, and roles as sponsor or managing member of pooled investment vehicles.

Assets & Accounts

Public Holdings

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

Asset composition

Asset composition: Exchange Traded Equities 52%, Public Funds/Mutual Funds 42%, Cash & Cash Equivalents 5%, State & Local Bonds 1%52%
  • Exchange Traded Equities52%
  • Public Funds/Mutual Funds42%
  • Cash & Cash Equivalents5%
  • State & Local Bonds1%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Minneapolis, MN

Hennepin

Location

Minneapolis, MN

Headquartered in Minneapolis, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.

Metro area
Minneapolis-St. Paul, MN-WI
Region
Midwest
County
Hennepin
Address
600 Portland Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth