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Financial advisory firms
in Wayzata, MN.

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8 financial advisors16 advisory firms1 city

Financial advisor coverage follows current affiliations with firms having filed offices in this geography. Counts are deduplicated; not a personal-branch or expertise claim.

16 advisory firmsCompare public facts. Verify experience directly.
8 financial advisors16 advisory firms1 city

Matching records for your current geography and filters. Category advisor counts reflect affiliated firms reporting that category, not individual service assertions.

360 FINANCIALCRD 168600

Advisory firm

Filed advisory firm office: Wayzata, MN

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ACMCRD 285739

Advisory firm

Filed advisory firm office: Wayzata, MN

Filed firm type: Registered

Charitable organizationsHigh net worth individualsIndividuals (other than HNW)Pension and profit sharing plans
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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BANNERSTONE CAPITALCRD 147447

Advisory firm

Filed advisory firm office: Wayzata, MN

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Financial planningPortfolio management for individuals and/or small businesses
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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BLACK LAKE INVESTMENTS LLCCRD 334605

Advisory firm

Filed advisory firm office: Wayzata, MN

Filed firm type: Registered

Corporations or other businessesPortfolio management for businesses or institutional clients (other than 3 and 4)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ESTUARY CAPITAL MANAGEMENT LPCRD 323379

Advisory firm

Filed advisory firm office: Wayzata, MN

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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FIAT WEALTH MANAGEMENTCRD 318201

Advisory firm

Filed advisory firm office: Wayzata, MN

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Financial planningPension consulting services
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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GARDA CAPITAL PARTNERSCRD 282439

Advisory firm

Filed advisory firm office: Wayzata, MN

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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HUNTER STREET PARTNERS, LPCRD 298142

Advisory firm

Filed advisory firm office: Wayzata, MN

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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MINNEAPOLIS PORTFOLIO MANAGEMENT GROUP, LLCCRD 129963

Advisory firm

Filed advisory firm office: Wayzata, MN

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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NORTH SKY CAPITAL, LLCCRD 133959

Advisory firm

Filed advisory firm office: Wayzata, MN

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Portfolio management for pooled investment vehicles (other than investment companies)Selection of other advisers (including private fund managers)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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PACK PRIVATE WEALTH, LLCCRD 310523

Advisory firm

Filed advisory firm office: Wayzata, MN

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Financial planningPortfolio management for individuals and/or small businesses
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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PERCEPTIVE EDGE INVESTMENT MANAGEMENT, INC.CRD 119436

Advisory firm

Filed advisory firm office: Wayzata, MN

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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PERKINS CAPITAL MANAGEMENT INCCRD 105028

Advisory firm

Filed advisory firm office: Wayzata, MN

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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SOMERSET GROUP LLCCRD 160282

Advisory firm

Filed advisory firm office: Wayzata, MN

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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WALLEYE CAPITAL LLCCRD 161413

Advisory firm

Filed advisory firm office: Wayzata, MN

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Portfolio management for pooled investment vehicles (other than investment companies)Selection of other advisers (including private fund managers)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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Public source record; verify directly
WAYZATA INVESTMENT PARTNERS LLCCRD 132046

Advisory firm

Filed advisory firm office: Wayzata, MN

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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Public source record; verify directly
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