Split Rock Private Trading And Wealth Management Llc
Cloquet, Minnesota
5.0
1 Review
Split Rock Private Trading And Wealth Management LLC, based out of Cloquet, MN, is a prominent investment advisory firm dedicated to providing exceptional financial services to its clients. With a team of seven highly skilled professionals, including six investment advisors, Split Rock offers expert guidance and management for their clients' wealth. The firm boasts an impressive average of approximately $209,760,000 in assets under management per investment advisor, surpassing the industry average. Their compensation structure includes various models, such as a percentage of assets under management, ensuring a client-centric appr...
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Assets Under Mgmt

$183.07M

Investment Professionals

6

Locations

1

% 401K & Individual

82%

% Discretionary

97%
Compensation Structure
A percentage of assets under your management
Services Provided Section
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
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