HYLAND LAKE PARTNERS
Firm details
- Headquarters
- EDINA, Minnesota
- CRD number
- 332244
- Custodians
- NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI74.97%
- Individuals25.03%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Hyland Lake Partners is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on serving individual and family clients, providing financial planning and portfolio management for individuals and small businesses. Its fee approach combines a percentage-of-assets model with fixed fees. Filings indicate the adviser does not position itself as a multi-state or pension consultant, and it is not identified as an active ESG investor or a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds92%
- Cash & Cash Equivalents6%
- Exchange Traded Equities1%
- Other1%
Contacts
2 of 2JAMES BRYAN
PrincipalCRD 2341167
Matthew Laciskey
Financial PlannerCRD 7340836
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
EDINA, MN
HENNEPIN
Location
EDINA, MN
Headquartered in EDINA, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- HENNEPIN
- Address
- 7401 Metro Blvd
- Time zone
- CT (UTC-6)
- Office locations
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