Updated:Jun 3, 2026

Haldorson & Pincombe Investment Advisors Inc.

Haldorson & Pincombe Investment Advisors Inc. is an SEC-registered investment adviser in Duluth, MN.

Haldorson & Pincombe Investment Advisors Inc.

Haldorson & Pincombe Investment Advisors Inc. is an SEC-registered investment adviser in Duluth, MN. The firm manages approximately $19 million in regulatory assets. It has 3 employees and 1 investment adviser.

General information

Firm type

RIA

Year founded

—

AUM

Undisclosed

Location

Region

—

Country

—

City

—

Corporate office

—

What is the regulatory status of Haldorson & Pincombe Investment Advisors Inc.?

The firm is registered as an RIA with the SEC, which imposes a fiduciary duty to act in clients' best interests. This registration is a matter of public record via the SEC's Investment Adviser Public Disclosure (IAPD) database.

What types of clients does Haldorson & Pincombe serve?

Based on its RIA registration, the firm likely serves both individual and institutional clients, offering discretionary investment management. No specific client list or minimum asset thresholds are publicly available.

Does the firm disclose any investment strategies or portfolio holdings?

No. Publicly available sources, including SEC filings and the firm's official communications, do not detail specific strategies, asset class allocations, or named holdings. Clients would receive this information directly via advisory agreements.

How can one verify the firm's registration and compliance history?

The SEC's Investment Adviser Public Disclosure (IAPD) website provides registration details including Form ADV filings, which include background, disciplinary history, and business practices. This is the authoritative source for RIA oversight.

Is Haldorson & Pincombe associated with any larger financial institution or family office?

Public records do not indicate an affiliation with a parent firm, family office, or larger financial group. It appears to operate as an independent RIA, though without a visible website or LinkedIn presence, this cannot be fully verified.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jun 3, 2026. Continuous refresh with full update cycles at least every 30 days.