S
$5.0M Total AUM
$5.0M Disc. AUM
-- 3Y CAGR
1 Employees
4 ADV. Clients
11 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-18-2014
- Office Locations
- 1
Office Locations
60 South 6TH Street, Suite 2560 Minneapolis MN
About Second Avenue Capital
Second Avenue Capital is a Minneapolis-based RIA. The firm has been operating for 11 years. Managing $5.0M in total assets under management, with 1 advisory representatives.
Team overview
59 AVG AGE
$5.0M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
11.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
No keyword tags available.
Owner & Executives
W
WILLIAM OLIVER PATTERSON III
PRINCIPAL
- CRD
- #1544402
- 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 | $5,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,000,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
Continue browsing