Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > minnesota > duluth > FIRST ASSOCIATED INVESTMENT ADVISORS, INC.
FIRST ASSOCIATED INVESTMENT ADVISORS, INC.
5161 Miller Trunk Highway
Duluth, Minnesota 55811-1203
Tel: 218-722-8248
About FIRST ASSOCIATED INVESTMENT ADVISORS, INC.
FIRST ASSOCIATED INVESTMENT ADVISORS, INC, formally registered with the SEC as FIRST ASSOCIATED INVESTMENT ADVISORS, INC. The firm was established in 03/06/2002. They have over 1 offices throughout the country.
FIRST ASSOCIATED INVESTMENT ADVISORS, INC. is a Duluth, Minnesota based Financial Planning firm with nearly $41,083,434 assets under management, offering retirement planning & investment advisory services to 1 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 113086 |
| SEC# | 801-60972 |
| Assets Managed by Firm | $41,083,434 |
| No. of Clients | 1 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for investment companies
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1 | $41,083,434 |
More Retirement Planning firms in Duluth, Minnesota:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $479,793,782,427 | 2284921 | 13903 | |
| $176,091,949,959 | 88 | 77 | |
| $137,829,756,000 | 3 | 200 | |
| $121,600,874,152 | 69 | 4167 | |
| $85,511,782,543 | 279 | 102 |
Explore More Retirement Advisors in Duluth, Minnesota