Brian
Reilly

Ehlers

CRD#6043530
Investment Advisor
in Saint Paul, MN

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About this Advisor

Brian Reilly is a financial advisor based in Saint Paul, Minnesota, working with Ehlers. Brian has previously held a position at Ehlers And Associates. Brian is registered to provide services in Colorado, Illinois, Minnesota, and Wisconsin. Currently, Brian is part of Ehlers, which operates out of Saint Paul, Minnesota. The firm has 1 office and 9 employees. The firm manages assets totaling $2.3 billion and serves charitable clients. The services offered by the firm include portfolio management for institutional clients, educational seminars, and other services. The fee structure at Ehlers includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Chartered Financial Analyst

Services Offered

Portfolio management for businesses or institutional clients, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

3060 Centre Pointe Drive
Saint Paul, MN 55113

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Ehlers Brokerage Details

Total Assets Under Management

$2,344,886,943

MN Average: $5,289,111,388
Total Number of Employees

9

MN Average: 157
Total Number of Accounts

571

MN Average: 8,262
Average Account Size

$4,106,632

MN Average: $640,173

Investment Advisory Services

  • Portfolio management for businesses or institutional clients
  • Educational seminars/workshops
  • Other

Brian Reilly Work History

2004 - Present (20 years)

Ehlers And Associates

Disclosures

Please visit the SEC profile of Brian Reilly to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Ehlers

Patrick Rooney
Saint Paul, MN
Matthew Tourville
Saint Paul, MN
James Groetsch
Saint Paul, MN
Logan Schwartz
Saint Paul, MN
Tamara Olszewski
Saint Paul, MN
Ryan Miles
Saint Paul, MN
Brian Reilly
Saint Paul, MN

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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