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SIT INVESTMENT ASSOCIATES, INC

3300 Ids Center
80 South Eighth Street
Minneapolis, Minnesota 55402
Tel: 612-332-3223

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About SIT INVESTMENT ASSOCIATES, INC

SIT INVESTMENT ASSOCIATES, INC, formally registered with the SEC as SIT INVESTMENT ASSOCIATES, INC. The firm was established in 09/18/1981. They have over 1 offices throughout the country.

SIT INVESTMENT ASSOCIATES, INC is a Minneapolis, Minnesota based Financial Planning firm with nearly $3,162,476,861 assets under management, offering retirement planning & investment advisory services to 81 clients. The firm is staffed with 72 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#105725
SEC#801-16350
Assets Managed by Firm$3,162,476,861
No. of Clients81
No. of Advisors72

Fee Structure

  • A percentage of AUM

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 ClientsAUM
Firm Total81$3,162,476,861
High net worth individuals16$168,908,654
Pension and profit sharing plansFewer than 5 clients$134,447,715
Charitable organizations6$366,914,126
Corporations or other businessesFewer than 5 clients$139,341,679

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