Accredited Investors Inc
● SEC registered since 1989CRD 105439SEC# 801-33659Edina, MN
Reg. AUM
$4.41B
Employees
53
Accounts
5,077
Location
Edina, MN
Accredited Investors Inc assets under management
Accredited Investors Inc is a registered investment adviser overseen by the SEC based in Edina, MN. The firm has been registered since 1989. It reports $4.4 billion in regulatory assets under management and employs 53 people.
Accredited Investors Inc owners & executives
13 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brandon Richard Jones | Shareholder | 5-10% | 2021 |
| Brian Gregory Martin Control | Managing Partner And Officer/Shareholder/Director | 10-25% | 2017 |
| Jacob Wolkowitz Control | Chief Investment Officer/Shareholder | 5-10% | 2017 |
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Join to unlock · $37/moFrequently asked questions
How much does Accredited Investors Inc manage?
Accredited Investors Inc reports $4.4 billion in regulatory assets under management on its Form ADV.
How many employees does Accredited Investors Inc have?
Accredited Investors Inc reports 53 employees.
Where is Accredited Investors Inc located?
Accredited Investors Inc is based in Edina, MN and has been SEC-registered since 1989.
Does Accredited Investors Inc disclose fund performance?
Accredited Investors Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5200 West 73rd Street, Edina, MN 55439-2204 |
| Phone | 952-841-2222 |
| Fax | 952-841-2223 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1518364 |
| Discloses disciplinary history | No |
Regulatory AUM
$4.41B▲ 19%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 14%
Larger than 86% of 16,271 advisers
EmployeesTop 11%
More than 89% of 16,825 advisers
Assets under management
$4.41Bregulatory AUM
Discretionary $4.03BNon-discretionary $386.3M