|
⚲
|
| Accredited Investors Inc
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|
|
|---|---|
| CRD # | 105439 |
| SEC # | 801-33659 |
| CIK # | 0001518364 |
| AUM | $3.7 B (2025-04-21) |
| Employees | 54 (7% Investors, 0% Brokers) |
| Phone | 952-841-2222 |
| Address | 5200 West 73rd Street Edina, MN 55439-2204 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| United Parcel Service Inc | 79.1 | ||
| Amazon Com Inc | 53.5 | ||
| Roblox Corp | 53.2 | ||
| Apple Inc | 46.7 | ||
| Microsoft Corp | 19.5 | ||
| Automatic Data Processing Inc | 16.1 | ||
| C H Robinson Worldwide Inc | 10.9 | ||
| Nvidia Corp | 9.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 238 | 0.1 |
| (b) Individuals (high net worth individuals) | 662 | 3.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 4,848 | 3.7 |
| By Discretionary | ||
| Discretionary | 4,290 | 3.4 |
| Non-Discretionary | 558 | 0.3 |
| Total | 4,848 | 3.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.7 | |
| Total | 4,848 | 3.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001518364] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Southstate Advisory Inc
✚
|
SC | 3.8 |
|
Alamo Advisors LP
✚
|
TX | 3.8 |
|
Greenspring Advisors LLC
✚
|
MD | 3.8 |
|
Essex Financial Services Inc
✚
|
CT | 3.8 |
|
Security Capital Research & Management Incorporated
✚
|
IL | 3.8 |
|
Journey Strategic Wealth LLC
✚
|
NJ | 3.8 |
|
Botty Investors LLC
✚
|
FL | 3.7 |
|
Turtle Creek Management LLC
✚
|
TX | 3.7 |
|
Schwartz Investment Counsel Inc
✚
|
MI | 3.7 |
|
Weaver C Barksdale & Associates Inc
✚
|
TN | 3.6 |