EHLERS

RIASEC RegisteredEst. 2009

Total AUM

$3.2B

Discretionary

$3B

96% of AUM

Avg account

$4.7M

Accounts

671

Employees

13

Advisory reps

9

Firm details

Headquarters: MINNEAPOLIS, Minnesota
CRD number: 146385
Registered since: January 12, 2009
Website: www.ehlers-inc.com
Custodians: PERSHING LLC, U.S. BANCORP INVESTMENTS, INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: State / Municipal Government99.54%
Corporations / Businesses0.41%
Charitable Organizations0.05%
Services: Portfolio Management for Institutional ClientsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Ehlers is a limited liability company that has been registered with the SEC since 2009. The firm primarily serves institutional clients and focuses on portfolio management for businesses or institutions. Ehlers is also active in providing educational seminars and workshops, demonstrating its commitment to client education and engagement. The firm is recognized as an active investor in Environmental, Social, and Governance (ESG) initiatives, aligning its investment strategies with sustainable practices.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

US Government Bonds52%
Cash & Cash Equivalents21%
State & Local Bonds19%
Other8%

Owners & executives

1 of 1

PAMELA ZIERMANN
Chief Compliance OfficerCRD 2083562

Contacts

3 of 8

James Groetsch
Investment AdviserCRD 5377369
Patrick Rooney
Client Service AdvisorCRD 7842947
Logan Schwartz
Investment AnalystCRD 7854508

Unlock 5 more contacts →

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

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: 3001 Broadway St NE
Time zone: CT (UTC-6)
Office locations

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