MINNEAPOLIS PORTFOLIO MANAGEMENT GROUP, LLC

3620 County Road 101 S.
Wayzata, Minnesota 55391
Tel: (612) 334-2000

About MINNEAPOLIS PORTFOLIO MANAGEMENT GROUP, LLC

MINNEAPOLIS PORTFOLIO MANAGEMENT GROUP, LLC, formally registered with the SEC as MINNEAPOLIS PORTFOLIO MANAGEMENT GROUP, LLC. The firm was established in 01/14/2004. They have over 1 offices throughout the country.

MINNEAPOLIS PORTFOLIO MANAGEMENT GROUP, LLC is a Wayzata, Minnesota based Financial Planning firm with nearly $888,960,409 assets under management, offering retirement planning & investment advisory services to 1879 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	129963
SEC#	801-62669
Assets Managed by Firm	$888,960,409
No. of Clients	1879
No. of Advisors	9

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	1879	$888,960,409
Individuals (other than high net worth individuals)	1241	$255,479,036
High net worth individuals	528	$500,891,187
Pension and profit sharing plans	74	$37,555,449
Charitable organizations	19	$79,633,277
Corporations or other businesses	16	$14,721,316

More Retirement Planning firms in Wayzata, Minnesota:

Firm Name	Assets Under Management	Total Clients	Total Advisors
AMERIPRISE FINANCIAL SERVICES, LLC 707 2nd Avenue South Minneapolis, MN, 55402	$479,793,782,427	2284921	13903
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

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