Acumen Financial Advisors
Acumen Financial Advisors, established in 1995, is headquartered in Edina, Minnesota. It offers non-discretionary asset management services, including portfolio management and financial planning.
Acumen Financial Advisors
Acumen Financial Advisors, established in 1995, is headquartered in Edina, Minnesota. It offers non-discretionary asset management services, including portfolio management and financial planning. Acumen provides services to individuals, trusts, and estates, as well as pensions and profit-sharing plans.
General information
Firm type
Bank / Wealth / Trust
Year founded
1995
AUM
—
Location
Region
—
Country
—
City
Edina
Corporate office
3601 West 76th Street Suite 475
Frequently asked questions
What is Acumen Financial Advisors?
Acumen Financial Advisors is a bank / wealth / trust headquartered in Edina.
When was Acumen Financial Advisors founded?
Acumen Financial Advisors was founded in 1995.
Where is Acumen Financial Advisors headquartered?
Acumen Financial Advisors is headquartered in Edina.
What does Altss track for Acumen Financial Advisors?
Altss maintains an OSINT-verified profile of Acumen Financial Advisors covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Acumen Financial Advisors's website?
Acumen Financial Advisors's public website is www.acumenfinancial.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Acumen Financial Advisors?
Acumen Financial Advisors is classified by Altss as a Bank / Wealth / Trust.
How does Altss source intelligence on Acumen Financial Advisors?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Acumen Financial Advisors?
Acumen Financial Advisors's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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