RIA Intel›Advisers›Minnesota›HALDORSON & PINCOMBE INVESTMENT ADVISORS INC.

HALDORSON & PINCOMBE INVESTMENT ADVISORS INC.

Advisory

DULUTH, MN

Data as of Mar 26, 2026 · Source: SEC Form ADV

Average account

$38K

across 508 accounts

AUM per adviser

$19M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 26, 2026.

Total AUM

$19M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$19M

Discretionary AUM$19M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients263

Team

Total Employees3

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InMN

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

263 clients

5 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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