MINDER NARUSIEWICZ, INC.

RIASEC Registered
Total AUM
$27.1M
Discretionary
$0
0% of AUM
Avg account
$502K
Accounts
54
Employees
1
Advisory reps
1

Firm details

Headquarters
WOODBURY, Minnesota
CRD number
115028
Custodians
PERSHING LLC
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • HNWI69.69%
  • Individuals30.31%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Minder Narusiewicz, Inc. operates as an independent registered investment adviser in a corporate form and is owned by an individual principal. The firm focuses on serving individual and family clients, providing financial planning and portfolio management geared toward individuals and small businesses. Its billing mixes an asset‑based fee and hourly charges. In addition to advisory work, the firm is active as a registered representative of a broker‑dealer and as an insurance broker/financial product salesperson, which indicates the adviser can both advise on and distribute investment and insurance products. The firm does not position itself as an allocator to third‑party alternative managers, and it does not identify as an ESG‑focused or multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 91%, Cash & Cash Equivalents 7%, Exchange Traded Equities 2%91%
  • Public Funds/Mutual Funds91%
  • Cash & Cash Equivalents7%
  • Exchange Traded Equities2%

Contacts

1 of 1
  • NANCY NARUSIEWICZ

    Registered PrincipalCRD 2327417

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

WOODBURY, MN

WASHINGTON

Location

WOODBURY, MN

Headquartered in WOODBURY, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.

Metro area
Minneapolis-St. Paul, MN-WI
Region
Midwest
County
WASHINGTON
Address
670 Commerce Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth