RIA Intel›Advisers›Minnesota›QUESTAR ASSET MANAGEMENT, INC.

QUESTAR ASSET MANAGEMENT, INC.

Advisory

N·MINNEAPOLIS, MN

Data as of May 7, 2019 · Source: SEC Form ADV

Total AUM

$1.1B

1-Year AUM Growth

+7.0%

3-Year CAGR

+8.0%

Employees

431

Assets Under Management

Total AUM$1.1B

Discretionary AUM$183M

Non-Discretionary AUM$872M

Discretionary %17.3%

Total Clients—

Team

Total Employees431

Investment Advisers431

Employee Growth (1Y)—

Filing History

Total Filings on Record103

First FilingDec 6, 2004

Latest FilingMay 7, 2019

🔒 Full AUM trend chart and 103 historical filings spanning 15+ 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 QUESTAR ASSET MANAGEMENT, INC.

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