15600 Wayzata Blvd.
Suite 101
Wayzata, Minnesota 55391
Tel: 952-476-2770
PERCEPTIVE EDGE INVESTMENT MANAGEMENT, INC, formally registered with the SEC as PERCEPTIVE EDGE INVESTMENT MANAGEMENT, INC. The firm was established in 04/07/2014. They have over 1 offices throughout the country.
PERCEPTIVE EDGE INVESTMENT MANAGEMENT, INC. is a Wayzata, Minnesota based Financial Planning firm with nearly $408,830,550 assets under management, offering retirement planning & investment advisory services to 192 clients. The firm is staffed with 4 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 119436 |
SEC# | 801-79412 |
Assets Managed by Firm | $408,830,550 |
No. of Clients | 192 |
No. of Advisors | 4 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 192 | $408,830,550 |
Individuals (other than high net worth individuals) | 57 | $4,027,381 |
High net worth individuals | 27 | $123,474,174 |
Pension and profit sharing plans | Fewer than 5 clients | $5,769,938 |
Charitable organizations | 6 | $274,962,993 |
Corporations or other businesses | Fewer than 5 clients | $596,064 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$479,793,782,427 | 2284921 | 13903 | |
$176,091,949,959 | 88 | 77 | |
$137,829,756,000 | 3 | 200 | |
$121,600,874,152 | 69 | 4167 | |
$85,511,782,543 | 279 | 102 |
Explore More Retirement Advisors in Wayzata, Minnesota