Accredited Investors

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Accredited Investors — overview

Assets Under Management

Type

Wealth Manager

Location

Edina, MN, US

Alternative Asset Classes

-

About

Accredited Investors is a US-based wealth manager. It provides financial planning, portfolio management, risk management, Debt and credit management, investment management, legacy planning, tax planning and retirement planning services to individuals, high-net-worth individuals, families, trusts, foundations, endowments, charitable organizations, corporations and other businesses on both discretionary and non-discretionary basis.

Accredited Investors - known decision makers (52)

Contact NamePositionLocationEmailTelephoneAsset Class
Associate Wealth ManagerEdina, USGEN
Chief Investment Officer, Shareholder, Managing Director, Investment ManagementEdina, USGEN
Chief Risk and Compliance Officer & ShareholderEdina, USGEN
Client Service Team LeadEdina, USGEN
Director of Operations & ShareholderEdina, USGEN

Showing 5 of 52 known decision makers Accredited Investors

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