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SPEECE THORSON CAPITAL GROUP INC
601 Carlson Parkway
Suite 850
Minnetonka, Minnesota 55305-5231
Tel: 612-338-4649
About SPEECE THORSON CAPITAL GROUP INC
SPEECE THORSON CAPITAL GROUP INC, formally registered with the SEC as SPEECE THORSON CAPITAL GROUP INC. The firm was established in 04/08/1992. They have over 1 offices throughout the country.
SPEECE THORSON CAPITAL GROUP INC is a Minnetonka, Minnesota based Financial Planning firm with nearly $522,000,000 assets under management, offering retirement planning & investment advisory services to 40 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 106052 |
| SEC# | 801-39816 |
| Assets Managed by Firm | $522,000,000 |
| No. of Clients | 40 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 40 | $522,000,000 |
| Individuals (other than high net worth individuals) | 3 | $14,000,000 |
| High net worth individuals | 13 | $140,000,000 |
| Pension and profit sharing plans | 2 | $138,000,000 |
| Charitable organizations | 8 | $100,000,000 |
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