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AdvisorCensus / Financial advisors / Minnesota / Minneapolis, MN / Pershing LLC

Financial advisors in Minneapolis, MN using Pershing LLC

5 SEC-registered investment advisory firms headquartered in the Minneapolis, MN metro area name Pershing LLC as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.

All firms headquartered in Minneapolis, MN ยท How this list is built

FirmCityRegistrationAssets band
EhlersMinneapolisSEC-registered investment adviser$1 billion to $5 billion
Focus FinancialMinneapolisSEC-registered investment adviserOver $5 billion
Leuthold Weeden Capital ManagementMinneapolisSEC-registered investment adviser$1 billion to $5 billion
Northland Asset ManagementMinneapolisSEC-registered investment adviser$100 million to $500 million
Winter & Associates, Inc.St. PaulSEC-registered investment adviser$100 million to $500 million

Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. Pershing LLC nationwide

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AdvisorCensus. Financial advisors in Minneapolis, MN using Pershing LLC. https://advisorcensus.com/advisors/mn/minneapolis/custodians/pershing
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