F
$24.5M Total AUM
$24.5M Disc. AUM
-- 3Y CAGR
3 Employees
39 ADV. Clients
5 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · LPL Financial · SEI
- Clients
- Retail and Institutional
- Platforms
- Matrix oakDelta harbor +more
- Established Date
- 05-26-2021
- Office Locations
- 1
Office Locations
13100 Wayzata Blvd Suite 330 Minnetonka MN
About Fidere Advisors
Fidere Advisors is a Minnetonka, MN investment advisory firm offering financial planning and discretionary portfolio management for individuals and business owners, including retirement plan, tax, estate/legacy, and business succession planning plus insurance guidance. Portfolios focus on asset allocation and risk management using mutual funds and ETFs. For distribution teams, the firm can custody at Charles Schwab and SEI.
Team overview
-- AVG AGE
$8.2M AVG AUM / ADVISOR
$628.3K AVG AUM / CLIENT
2.5 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
5yrs Firm Age
Insights
Unlock to compare peer behavior around signal beacon.
Upgrade to reveal position-level detail across oak summit.
Premium access reveals conviction themes in bridge harbor north.
Open the full profile to inspect shifts in peak foundation.
Unlock to compare peer behavior around vital zenith.
Request access to benchmark trends tied to pioneer radial.
Open the full profile to inspect shifts in peak legacy.
Upgrade to reveal position-level detail across horizon timber.
Asset Classes
Vital catalyst
Custodian
Atlas
Investment Themes
Quantum Frontier Insight unison
Investment Vehicles
Momentum optima Element quantum
Services
Pioneer horizon Signal Fusion glacier Zenith alpha Capital Meridian Eagle Catalyst Timber matrix
Technology
Eagle ridge Vector Matrix Wave Insight element
Owner & Executives
AARON DAVID KOLKMAN
President
- CRD
- #4334965
- Ownership
- 50% but less than 75%
(778) 381-6918
vital.insight@vectorcapital.com
in linkedin.com/in/horizon-summit
R
ROBERT GREGORY NEUMAN
VICE PRESIDENT
- CRD
- #4153524
- Ownership
- 25% but less than 50%
(774) 757-1280
momentum.insight@horizoncapital.com
in linkedin.com/in/peak-unison
Showing 2 of 2 owners & executives
Unlock allContacts
C
CHRISTOPHER WAYNE GERBER
--
- CRD
- #1091772
(712) 373-6797
focus.signal@wavecapital.com
in linkedin.com/in/value-unison
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $24,504,066 | -- |
| Non-Discretionary | $0 | -- |
| Total | $24,504,066 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $24,504,066
Public Funds:
71.8% Equity - Exchange:
28.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,644,920,947 | 71.8% |
| Equity - Exchange | $1,431,570,622 | 28.2% |
| Total | $5,076,491,569 | 100.0% |