Shoreview Industries Ii, LLC
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Overview
Shoreview Industries Ii, LLC is an advisory firm based in Minneapolis, Minnesota. The company handles $973.7 million in assets under management over 13 customer accounts, placing it among the bigger firms in the nation by assets under management (AUM). The firm has a small group, including 12 financial advisors. Shoreview Industries Ii, LLC does not act as a registered broker-dealer, signifying that the company is not able to buy and sell securities for its customers' and own accounts and instead is required to go through a broker-dealer firm to do so. Securities are defined as exchangable fiscal investments such as equities, bonds and options.
Shoreview Industries Ii, LLC oversees all of its client assets in a discretionary manner. Discretionary management is a structure in which an investment advisor makes buy and sell decisions for the client's account without requiring client authorization. The company's average account size is $74.9 million. The average advisor at Shoreview Industries Ii, LLC administers around one client account, making it one of the most personalized firms in the country.
The company's headquarters is at 222 S. Ninth Street, Minneapolis, Minnesota 55402. Shoreview Industries Ii, LLC is registered to provide services to clients in the state of Minnesota.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Shoreview Industries Ii, LLC by the Numbers
$973.7 million
19
13
$74.9 million
Fee Structure
Fees charged by financial advisors depend on which service is provided. However, fees billed by the firm may include some blend of the following fee structures: asset-based or performance-based. Shoreview Industries Ii, LLC does not provide a wrap fee program, in which the firm offers a service bundle for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It provides services to pooled investment vehicles. Out of its 13 customers, Shoreview Industries Ii, LLC's biggest client by number of accounts is pooled investment vehicles. None of its clients are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Shoreview Industries Ii, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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