John G. Kinnard And Company, Incorporated (Minneapolis)

John G. Kinnard And Company, Incorporated is a large advisory firm based in Minneapolis. It manages $213.5 million of regulatory assets for 494 client accounts. It has been registered with the SEC as an adviser since 2000 and has operated in the jurisdictions of Florida, Illinois, Minnesota, and 3 other states.

John G. Kinnard And Company, Incorporated provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and security ratings or pricing services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

John G. Kinnard And Company, Incorporated: assets under management

The assets under management (AUM) of John G. Kinnard And Company, Incorporated is $213.5 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $918.96 thousand in discretionary accounts and $212.58 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $183.79 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $434.72 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay John G. Kinnard And Company, Incorporated for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at John G. Kinnard And Company, Incorporated

Ronald Wallace Erickson has been acting as President since 1 Jan 2000. Inc. Stockwalk.Com Group joined the executive team most recently as the Parent Company.

Direct owners and executive officers

Based in Minneapolis

The principal office where John G. Kinnard And Company, Incorporated performs its advisory services is located at 920 Second Ave S, Minneapolis, MN 55402 The mailing address of the firm is 920 Second Ave. S, Minneapolis, MN 55402. An additional office of the firm is in Wayzata, MN. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 612-370-2700 or by fax 612-370-2507. The normal business hours are 8 am to 4:30 pm on Monday - Friday. You can find more information about the New York firm at jgkinnard.com.

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