RIA IntelAdvisersMinnesotaFIDERE ADVISORS, LLC

FIDERE ADVISORS, LLC

Advisory

MINNETONKA, MN

Data as of Apr 30, 2026 · Source: SEC Form ADV

Average account
$182K
across 135 accounts
AUM per adviser
$8M
3 advisers

Source: SEC Form ADV. Figures as filed Apr 30, 2026.

Total AUM
$25M
Discretionary %
100%
Clients
39
Employees
3

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$25M
Discretionary AUM$25M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients39
Team
Total Employees3
Investment Advisers3
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InMN
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MN

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

MONEY MATTERS, INC.
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CHRISTENSEN GROUP FINANCIAL, LLC
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$25M
0.0% 1Y
SIT/KIM INTERNATIONAL INVESTMENT ASSOCIATES, INC.
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$24M
0.0% 1Y
DOXA ADVISORS LLC
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$25M

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