CONTEGO CAPITAL GROUP, INC.

5354 Parkdale Drive
Suite 103
Minneapolis, Minnesota 55416
Tel: 952-697-2570

About CONTEGO CAPITAL GROUP, INC.

CONTEGO CAPITAL GROUP, INC, formally registered with the SEC as CONTEGO CAPITAL GROUP, INC. The firm was established in 08/17/2018. They have over 1 offices throughout the country.

CONTEGO CAPITAL GROUP, INC. is a Minneapolis, Minnesota based Financial Planning firm with nearly $67,882,451 assets under management, offering retirement planning & investment advisory services to 71 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	128518
SEC#	801-113844
Assets Managed by Firm	$67,882,451
No. of Clients	71
No. of Advisors	5

Fee Structure

A percentage of AUM
Fixed fees
Other (SOLICITOR FEES)

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Other (SOLICITOR FEES)

Firm Client Information

	No. of Clients	AUM
Firm Total	71	$67,882,451
High net worth individuals	68	$27,038,515
Other investment advisers	2	$11,392,286

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Firm Name	Assets Under Management	Total Clients	Total Advisors
U.S. BANCORP ASSET MANAGEMENT, INC. 800 Nicollet Mall, Mail Stop Bc-Mn-17ul Minneapolis, MN, 55402	$176,091,949,959	88	77
GARDA CAPITAL PARTNERS 305 Lake Street East Wayzata, MN, 55391	$137,829,756,000	3	200
THRIVENT FINANCIAL FOR LUTHERANS 901 Marquette Avenue, Suite 2500 Minneapolis, MN, 55402-3211	$121,600,874,152	69	4167
GALLIARD CAPITAL MANAGEMENT 800 Lasalle Ave. Ste 1400 Minneapolis, MN, 55402-2054	$85,511,782,543	279	102
RBC GLOBAL ASSET MANAGEMENT (U.S.) INC. 250 Nicollet Mall, Suite 1550 Minneapolis, MN, 55401-7585	$76,497,109,888	227	193

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