Tealwood Asset Management

RIASEC RegisteredEst. 1987

Total AUM

$365M

Discretionary

$365M

100% of AUM

Avg account

$537K

Accounts

681

Employees

7

Advisory reps

6

Firm details

Headquarters: Minneapolis, Minnesota
CRD number: 105245
Registered since: March 18, 1987
Website: www.tealwood.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI86.62%
Individuals10.82%
Pension & Profit Sharing Plans0.85%
Other Investment Advisers0.84%
Corporations / Businesses0.69%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Tealwood Asset Management is an independent registered investment adviser organized as a corporation and SEC-registered since 1987. The firm serves both individual and institutional clients, delivering financial planning and discretionary portfolio management for individuals, small businesses, and larger business or institutional accounts. Its compensation mixes percentage-of-AUM fees with the option of fixed-fee engagements. Tealwood does not identify as an active ESG investor, does not function as a capital allocator, and is not listed as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

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 Equities68%
Investment Grade Corp Bonds16%
Non-Investment Grade Corp Bonds5%
Cash & Cash Equivalents5%
Public Funds/Mutual Funds3%

Owners & executives

1 of 1

Steven Richter
Principal and Chief Investment OfficerCRD 4994232

Contacts

3 of 5

John Zevnick
Wealth Management AdvisorCRD 6130234
David Neal
PrincipalCRD 4343266
Stephen Moseley
Principal, Senior Wealth AdvisorCRD 4230374

Unlock 2 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: 120 S 6th St
Time zone: CT (UTC-6)
Office locations

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