RIA IntelAdvisersMinnesotaFALKER INVESTMENTS INC.

FALKER INVESTMENTS INC.

Advisory

MN

Data as of Mar 25, 2026 · Source: SEC Form ADV

Rank in MN
#399
of 511 advisers by AUM
Average account
$607K
across 170 accounts
AUM per adviser
$52M
2 advisers

Source: SEC Form ADV. Figures as filed Mar 25, 2026.

Total AUM
$103M
1-Year AUM Growth
3-Year CAGR
Employees
2
Assets Under Management
Total AUM$103M
Discretionary AUM$103M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients53
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InFL, MN
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MN

Closest by assets under management. All figures from Form ADV.

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ASCENT ADVISORS LLC
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BIRATH WEALTH MANAGEMENT, LLC
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CLERESTORY ADVISORS, INC
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TOTAL WEALTH ADVISORS, LLC
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