# Haldorson & Pincombe Investment Advisors Inc.

> Haldorson & Pincombe Investment Advisors Inc. is a state-registered investment advisory firm in Duluth, MN, registered since 1993, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 115023
- Filed as: HALDORSON & PINCOMBE INVESTMENT ADVISORS INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Duluth, MN
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/115023
- AdvisorCensus page: https://advisorcensus.com/firm/haldorson-and-pincombe-investment-advisors-inc-duluth-mn-115023

## Quick answers

**How is Haldorson & Pincombe Investment Advisors Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Haldorson & Pincombe Investment Advisors Inc. reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Haldorson & Pincombe Investment Advisors Inc. located?**
Haldorson & Pincombe Investment Advisors Inc.'s principal office is in Duluth, MN, according to its Form ADV.

**Is Haldorson & Pincombe Investment Advisors Inc. registered with the SEC or a state?**
Haldorson & Pincombe Investment Advisors Inc. is a state-registered investment advisory firm, registered since 1993. Status as filed: APPROVED. CRD 115023.

**How much does Haldorson & Pincombe Investment Advisors Inc. manage?**
Haldorson & Pincombe Investment Advisors Inc. reports $19,478,838 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (100% discretionary).

**What types of clients does Haldorson & Pincombe Investment Advisors Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (257); high net worth individuals (5); charitable organizations (1).

**Does Haldorson & Pincombe Investment Advisors Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/115023

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $19,478,838
- Discretionary: $19,478,838
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 257 | $15,077,656 |
| High net worth individuals | 5 | $4,350,659 |
| Charitable organizations | 1 | $50,523 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 1993 (33 years)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Haldorson & Pincombe Investment Advisors Inc. (CRD 115023): Form ADV filing data as of October 2026.