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Acumen Financial Advisors
Acumen Financial Advisors was established in 1995 and remains headquartered in Edina, Minnesota. It delivers non-discretionary asset management together with...
Overview
Acumen Financial Advisors was established in 1995 and remains headquartered in Edina, Minnesota. It delivers non-discretionary asset management together with financial planning. The firm executes portfolio management for a client base that includes individuals, trusts, estates, pensions and profit-sharing plans. No public data disclose specific asset classes, named holdings or geographic deployment beyond the headquarters location. No information on team size, additional offices or adjacent vehicles appears in available records. No operational events from the last 24 months have been identified. The firm operates as a non-discretionary RIA without disclosed hybrid structures, co-investment vehicles or succession arrangements.
General information
Firm type
Bank / Wealth / Trust
Year founded
1995
Location
Region
North America
Country
United States
City
Edina
Corporate office
Edina, MN, United States
Frequently asked questions
Who runs investment decisions at Acumen Financial Advisors?
No named principals or CIO appear in public records.
Does Acumen Financial Advisors participate in fund commitments or only direct deals?
Public sources provide no detail on fund commitments or direct investments.
What investment stages does Acumen Financial Advisors typically target?
No information on investment stages is available.
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