Accredited Investors Inc is a large advisory firm based in Edina. It manages $1.87 billion of regulatory assets for 3,654 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, California, Colorado, and 13 other states.
Accredited Investors provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Accredited Investors Inc is $1.87 billion. The firm's AUM has grown by 165% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Accredited Investors Inc for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Willis Theo Heupel is high net worth individuals with 433 clients and $1.83 billion of assets under management. Among the 10 most similar advisory firms, Accredited Investors has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $1.84 billion for 483 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Accredited Investors doesn't advise any private funds.
The company employs 42 people that are either part- or full-time employees. 10 percent of the employees work as investment advisers or researchers. 4 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Willis Theo Heupel has been acting as President since 1 Oct 1988. Brandon Richard Jones joined the executive team most recently as the Shareholder/Director.
The principal office where Accredited Investors Inc performs its advisory services is located at 5200 West 73 Rd Street, Edina, MN 55439 2204, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 952-841-2222 or by fax 952-841-2223. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at accredited.com.