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
- Individuals74.56%
- HNWI25.44%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Hyland Lake Partners LLC is an independent, Minnesota-registered advisory firm structured as an LLC and owned by an individual. The firm focuses on serving individual and family clients and provides financial planning and portfolio management services for individuals and small businesses. Its fee arrangements combine AUM-based fees and fixed-fee engagements. Hyland Lake does not characterize itself as an ESG investor, multi-state adviser, pension consultant, capital allocator, or related adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
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 Funds91%
- Cash & Cash Equivalents7%
- Exchange Traded Equities1%
- Other1%
Owners & executives
FINTRXContacts
FINTRXWealth 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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