RIA Intel›Advisers›Minnesota›INVESTORS FINANCIAL GROUP LLC

INVESTORS FINANCIAL GROUP LLC

Advisory

N·PLYMOUTH, MN

Data as of Mar 9, 2022 · Source: SEC Form ADV

Total AUM

$1.3B

1-Year AUM Growth

+21.6%

3-Year CAGR

+20.3%

Employees

22

Assets Under Management

Total AUM$1.3B

Discretionary AUM$1.2B

Non-Discretionary AUM$52M

Discretionary %95.9%

Total Clients—

Team

Total Employees22

Investment Advisers26

Employee Growth (1Y)—

Filing History

Total Filings on Record57

First FilingJun 2, 2010

Latest FilingMar 9, 2022

🔒 Full AUM trend chart and 57 historical filings spanning 12+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on INVESTORS FINANCIAL GROUP LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.