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Whittlinger Capital Managemnt Inc (Minneapolis)


Whittlinger Capital Managemnt Inc is a large advisory firm based in Minneapolis. It manages $89.61 million of regulatory assets for 67 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, California, Colorado, and 16 other states.




Whittlinger Capital Managemnt provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Whittlinger Capital Managemnt: assets under management

The assets under management (AUM) of Whittlinger Capital Managemnt Inc is $89.61 million. The firm's AUM has gone down by -29% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $86.72 million in discretionary accounts and $2.9 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.38 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $724.5 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Whittlinger Capital Managemnt Inc 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.

Based in Minneapolis

The principal office where Whittlinger Capital Managemnt Inc performs its advisory services is located at 100 North Sixth Street, Minneapolis, MN 55403, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 612-341-2218 or by fax 612-341-0909. The normal business hours are 8:00a.m. to 4:15p.m. on Monday - Friday.


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