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Home > Retirement Planners > minnesota > minneapolis > SIT FIXED INCOME ADVISORS II, LLC
SIT FIXED INCOME ADVISORS II, LLC
3300 Ids Center
80 South 8th Street
Minneapolis, Minnesota 55402
Tel: 612-332-3223
About SIT FIXED INCOME ADVISORS II, LLC
SIT FIXED INCOME ADVISORS II, LLC, formally registered with the SEC as SIT FIXED INCOME ADVISORS II, LLC. The firm was established in 01/27/1998. They have over 1 offices throughout the country.
SIT FIXED INCOME ADVISORS II, LLC is a Minneapolis, Minnesota based Financial Planning firm with nearly $12,323,070,202 assets under management, offering retirement planning & investment advisory services to 168 clients. The firm is staffed with 72 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 108271 |
| SEC# | 801-55201 |
| Assets Managed by Firm | $12,323,070,202 |
| No. of Clients | 168 |
| No. of Advisors | 72 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 168 | $12,323,070,202 |
| High net worth individuals | 20 | $212,578,506 |
| Pension and profit sharing plans | 7 | $1,199,972,172 |
| Charitable organizations | 30 | $3,479,515,898 |
| Corporations or other businesses | 6 | $207,016,836 |
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