Minneapolis Portfolio Management Group, LLC

RIASEC Registered

Total AUM

$1.1B

Discretionary

$1B

93% of AUM

Avg account

$602K

Accounts

1,830

Employees

9

Advisory reps

3

Firm details

Headquarters: Wayzata, Minnesota
CRD number: 129963
Registered since: January 14, 2004
Website: mpmgllc.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI63.35%
Individuals23.49%
Charitable Organizations6.1%
Pension & Profit Sharing Plans4.58%
Corporations / Businesses2.48%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Minneapolis Portfolio Management Group, LLC is an independent, individual-owned registered investment adviser that has been SEC-registered since 2004. The firm provides fee-based portfolio management primarily to individuals, families and institutions, charging a percentage of assets under management. Its advisory work centers on discretionary portfolio management for individuals and small businesses as well as for businesses and institutional clients. The firm does not market itself as an active ESG investor.

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

Exchange Traded Equities97%
Cash & Cash Equivalents3%

Contacts

3 of 3

Phillip Grodnick
Principal & Senior Portfolio ManagerCRD 230540
Robert Britton
Senior Portfolio Manager, PartnerCRD 4980728
Harrison Grodnick
Principal & Senior Portfolio ManagerCRD 2276179

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Wayzata, MN

Hennepin

Location

Wayzata, MN

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

Metro area: Minneapolis-St. Paul, MN-WI
Region: Midwest
County: Hennepin
Address: 3620 County Road 101 S
Time zone: CT (UTC-6)
Office locations

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