Accredited Investors

Company Profile

Accredited Investors is an investment advisor in Edina with $3.38 bn assets under management.

Website

Incorporated

Location

Fiscal year end

SEC CIK

IRS number

411581164

SEC advisor number

801-33659

FINRA CRD number

105439

AUM ?

$3.38 bn (as of 31 Mar 22)

Accounts

4,416 (as of 31 Mar 22)

Employees

49 (4 investment advisory or research)

Address

Accredited Investors
5200 WEST 73RD STREET
EDINA
MN 55439

Office hours

Monday - Friday, 8:00 AM TO 5:00 PM

Phone

952-841-2222

Brochures

Owner	Title	From	%Ownership
Heupel, Willis, Theo	Chief Financial Officer/shareholder/director	10/1988	10-25%
Levin, Ross	Officer/shareholder/director	03/1986	10-25%
Wolkowitz, Jacob	Chief Investment Officer/shareholder	02/2017	5-10%
Krieger, Rebecca, Mary	Managing Partner and Officer/shareholder/director	02/2017	10-25%
Martin, Brian, Gregory	Managing Partner and Officer/shareholder/director	02/2017	5-10%
Holm, Jenna, Marie	Chief Compliance Officer/shareholder	02/2017	< 5%
Gilbertson, Steven, Scott	Shareholder/director	01/2021	5-10%
Heckman, Jeremy, Joel	Shareholder	01/2021	5-10%
Jones, Brandon, Richard	Shareholder	01/2021	5-10%