Lutheran Brotherhood Research Corp is a large advisory firm based in Minneapolis. It manages $4.5 billion of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2001.
Lutheran Brotherhood Research Corp provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Lutheran Brotherhood Research Corp is $4.5 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -6% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Lutheran Brotherhood Research Corp for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Woodrow Eugene Eno has been acting as President since 1 Apr 2002. John Oren Gilbert joined the executive team most recently as the Director; Chairman.
The principal office where Lutheran Brotherhood Research Corp performs its advisory services is located at 625 Fourth Avenue South, Minneapolis, MN 55415, which is also the mailing address of the firm. An additional office of the firm is in Appleton, WI. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 612-340-8492 or by fax 612-340-8408. The normal business hours are 8:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.luthbro.com.