RIA Intel›Advisers›Minnesota›LUNDEEN ABRAMS ADVISORS, LLC

LUNDEEN ABRAMS ADVISORS, LLC

Advisory

MINNETONKA, MN

Data as of Mar 20, 2026 · Source: SEC Form ADV

Average account
$135K
across 156 accounts
AUM per adviser
$11M
2 advisers

Source: SEC Form ADV. Figures as filed Mar 20, 2026.

Total AUM
$21M
Discretionary %
100%
Clients
58
Employees
2

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$21M
Discretionary AUM$21M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients58
Team
Total Employees2
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCO, 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.

LINIAM CAPITAL, LLC
$21M
RLN WEALTH, LLC
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$20M
COMPASS PRIVATE WEALTH CONSULTING, LLC
$20M
CUSTOM FUNDS MANAGEMENT LLC
$22M
ANALYTICS INVESTMENT ADVISORS, LLC
$22M
HALDORSON & PINCOMBE INVESTMENT ADVISORS INC.
DULUTH, MN
$19M

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