Eric
Hutchens

Allodium Investment Consultants, LLC

CRD#4207178
Investment Advisor
in Minneapolis, MN

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About this Advisor

Eric Hutchens is a certified financial planner operating out of Minneapolis, Minnesota with a total of 8 years of industry experience. Hutchens works at Allodium Investment Consultants, LLC. Over the course of their career, they have held roles at Allodium Investment Consultants, LLC and Ubs Financial Services Inc. Hutchens has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can operate in Minnesota. Allodium Investment Consultants, LLC is a registered investment company that has its headquarters in Minneapolis, MN. It has a total of 12 people on staff. It controls $343 million in total assets among its 629 customer accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. The firm serves 13 charities and foundations. Of its 629 client accounts, 41% are held by high-net-worth individuals who have at least $1 million in investable assets. Allodium Investment Consultants, LLC has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors depend on which services the firm provides the client. However, fee types charged by Allodium Investment Consultants, LLC can be comprised of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

8 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

500 Washington Avenue South Suite 4400
Minneapolis, MN 55415-1151

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Allodium Investment Consultants, LLC Brokerage Details

Total Assets Under Management

$342,717,845

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

12

MN Average: 157
Total Number of Accounts

629

MN Average: 8,262
Average Account Size

$544,861

MN Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Eric Hutchens Work History

Eric has been registered as a financial advisor for 8 years.*

2015 - Present (9 years)

Allodium Investment Consultants, LLC

2007 - 2015 (8 years)

Ubs Financial Services Inc

2006 - 2015 (9 years)

Ubs Financial Services Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Eric Hutchens 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 Allodium Investment Consultants, LLC

Suzanne Tudor
Minneapolis, MN
Saul Baumann
Minneapolis, MN
Derek Van Calligan
Minneapolis, MN
Eric Hutchens
Minneapolis, MN
David Bromelkamp
Minneapolis, MN

The content in this profile was updated by SmartAsset on 4/16/2023. 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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