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Jundt Associates Inc (Minnetonka)


Jundt Associates Inc is a large advisory firm based in Minnetonka. It manages $125 million of regulatory assets for 8 client accounts. It has been registered with the SEC as an adviser since 2001.

Jundt Associates provides portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Jundt Associates: assets under management

The assets under management (AUM) of Jundt Associates Inc is $125 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -82% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $125 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $15.63 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Jundt Associates Inc for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Minnetonka

The principal office where Jundt Associates Inc performs its advisory services is located at 301 Carlson Parkway, Minnetonka, MN 55305, 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 952-541-0677 or by fax 952-541-0274. The normal business hours are 7:30a.m. to 4:30p.m. on Monday - Friday.


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