M
$993.4K Total AUM
$993.4K Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
3 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Ascensus · Charles Schwab & Company · US Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-26-2023
- Office Locations
- 1
Office Locations
-- Shorewood MN
About Minnewashta RIO, LLC
Minnewashta RIO, LLC is a Shorewood-based RIA. The firm has been operating for 3 years. Managing $993.4K in total assets under management, with 1 advisory representatives. They custody assets with Ascensus and Charles Schwab & Company.
Team overview
-- AVG AGE
$993.4K AVG AUM / ADVISOR
-- AVG AUM / CLIENT
3.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
M
MARTIM GUSTAVO QUAYAT
President, Senior Investment Analyst
- CRD
- #6169581
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $993,414 | -- |
| Non-Discretionary | $0 | -- |
| Total | $993,414 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing