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TEALWOOD ASSET MANAGEMENT
120 South 6th Street
Suite 1900
Minneapolis, Minnesota 55402
Tel: 612-340-0181
About TEALWOOD ASSET MANAGEMENT
TEALWOOD ASSET MANAGEMENT, formally registered with the SEC as TEALWOOD ASSET MANAGEMENT. The firm was established in 03/18/1987. They have over 1 offices throughout the country.
TEALWOOD ASSET MANAGEMENT is a Minneapolis, Minnesota based Financial Planning firm with nearly $364,416,691 assets under management, offering retirement planning & investment advisory services to 738 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 105245 |
| SEC# | 801-29095 |
| Assets Managed by Firm | $364,416,691 |
| No. of Clients | 738 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 738 | $364,416,691 |
| Individuals (other than high net worth individuals) | 123 | $69,661,338 |
| High net worth individuals | 111 | $274,863,561 |
| Pension and profit sharing plans | 1 | $2,881,977 |
| Charitable organizations | 1 | $412,059 |
| Other investment advisers | 6 | $4,608,180 |
| Corporations or other businesses | 3 | $7,854,362 |
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