Minneapolis Portfolio Management Group, LLC

Wayzata, MN·SEC-registered · CRD #129963

Minneapolis Portfolio Management Group, LLC is an SEC-registered investment advisory firm in Wayzata, MN managing $1.1B across 2.1k client accounts, with 3 advisory staff.

Regulatory snapshot

Verify on SEC.gov

Regulatory AUM

$1.1B

Client accounts

2.1k

Advisory staff

3

Fee model

Fee-only

How Minneapolis Portfolio Management Group, LLC is paid

Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.

% of assetsFee-only

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Common questions about Minneapolis Portfolio Management Group, LLC

How much does Minneapolis Portfolio Management Group, LLC manage?

Per its most recent SEC Form ADV filing (03/10/2026), Minneapolis Portfolio Management Group, LLC reports $1.1B in regulatory assets under management across roughly 2.1k client accounts.

How does Minneapolis Portfolio Management Group, LLC charge?

Minneapolis Portfolio Management Group, LLC is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.

Is Minneapolis Portfolio Management Group, LLC a fiduciary?

Yes. Minneapolis Portfolio Management Group, LLC is registered with the U.S. Securities and Exchange Commission (CRD #129963), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.

Is Minneapolis Portfolio Management Group, LLC taking new clients like me?

Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Minneapolis Portfolio Management Group, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.

Other advisory firms in Wayzata, MN

Profile compiled from Minneapolis Portfolio Management Group, LLC's public SEC Form ADV filing (CRD #129963, filed 03/10/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Minneapolis Portfolio Management Group, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Minneapolis Portfolio Management Group, LLC? Claim this profile.