CRD: 115028
Minder Narusiewicz, Inc.
Woodbury, MN, 55125
6512097699
$27.1M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
29 ADV. Clients
29 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Pershing
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-17-1996
- Office Locations
- 1
Office Locations
720 Main Street, STE 209 Mendota Heights MN
About Minder Narusiewicz, Inc.
Minder Narusiewicz, Inc. is a Woodbury-based RIA. The firm has been operating for 29 years. Managing $27.1M in total assets under management, with 1 advisory representatives. They custody assets with Pershing. Services offered include Financial Planning, Insurance, Portfolio Construction.
Team overview
-- AVG AGE
$27.1M AVG AUM / ADVISOR
$934.5K AVG AUM / CLIENT
12.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
29yrs Firm Age
Insights
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Asset Classes
Harbor ridge
Client Personas
Summit timber
Investment Themes
Ember element
Investment Vehicles
Eagle
Platform
Legacy pathway
Services
Momentum Optima Pioneer Delta peak Quantum beacon
Owner & Executives
NANCY KAY NARUSIEWICZ
Chief Compliance Officer, Owner
- CRD
- #2327417
- Ownership
- 75% or more
(954) 272-6083
atlas.ridge@radialcapital.com
in linkedin.com/in/bridge-vertex
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $27,099,636 | -- |
| Total | $27,099,636 | -- |
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Separately Managed Accounts
Total SMA Asset: $27,099,636
Public Funds:
34.4% Cash:
35.0% Equity - Exchange:
30.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,671,938,713 | 34.4% |
| Cash | $1,701,100,435 | 35.0% |
| Equity - Exchange | $1,487,247,808 | 30.6% |
| Total | $4,860,286,956 | 100.0% |