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Accredited Investors Inc.

EST. AUM
$4,412,886,238

CONTACTS
21

CLIENT ACCOUNTS
5,077

Firm Details

Metro area Minneapolis
CRD Number 105439
Website accredited.com
Client types

Overview

The RIA is 31 years old with 44 employees and 4 investment professionals, and approximately $3B AUM. They use 20-25 funds. Domestic equities are split between active, beta, and tactical ETFs. International investments are active, with an overweight position in Asia and Emerging Markets (EM). Fixed Income (FI) is primarily managed through Separate Managed Accounts (SMAs). Alternatives (Alts) are very small, with $25M allocated to Private Equity (PE), and they currently have no real estate holdings.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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