H
CRD: 115023
Haldorson & Pincombe Investment Advisors Inc.
Duluth, MN, 55802
2187222545
$19.5M Total AUM
$19.5M Disc. AUM
-- 3Y CAGR
3 Employees
263 ADV. Clients
33 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Trade-PMR ยท Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-09-1993
- Office Locations
- 1
Office Locations
202 West Superior Street Suite 510 Duluth MN
About Haldorson & Pincombe Investment Advisors Inc.
Haldorson & Pincombe Investment Advisors Inc. is a Duluth-based RIA. The firm has been operating for 33 years. Managing $19.5M in total assets under management, with 1 advisory representatives. They custody assets with Trade-PMR and Wells Fargo. Services offered include Financial Planning, Insurance, Life Insurance.
Team overview
-- AVG AGE
$19.5M AVG AUM / ADVISOR
$74.1K AVG AUM / CLIENT
12.4 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
33yrs Firm Age
Insights
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Asset Classes
Horizon
Client Personas
Summit atlas
Investment Themes
Legacy Quantum alpha Ridge vector
Investment Vehicles
Frontier beacon
Services
Signal oak Ridge Prime
Owner & Executives
K
KIRK DOUGLAS HALDORSON
Owner, President
- CRD
- #1888737
- Ownership
- 75% or more
(552) 481-5544
timber.horizon@atlascapital.com
in linkedin.com/in/horizon-radial
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,478,838 | -- |
| Non-Discretionary | $0 | -- |
| Total | $19,478,838 | -- |
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Separately Managed Accounts
Total SMA Asset: $19,478,838
Equity - Exchange:
22.4% Cash:
35.9% Public Funds:
41.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,000,161,662 | 22.4% |
| Cash | $1,602,937,664 | 35.9% |
| Public Funds | $1,861,908,095 | 41.7% |
| Total | $4,465,007,421 | 100.0% |