Kyle Jorgensen (CRD# 7348904) is an Investment Advisor Representative working at Hirtle, Callaghan & Company, LLC in Minneapolis, MN and has 1 year of experience in the finance industry.
CRD# 4898817
Raymond James & Associates, Inc.
CRD# 6206290
Cliftonlarsonallen Wealth Advisors, LLC
CRD# 6559296
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Hirtle, Callaghan & Company, LLC | Minneapolis, MN | Jun 2021 - Current | 2 |
| Wells Fargo Bank Dba Abbot Downing | Minneapolis, MN | Sep 2011 - May 2021 | 9 |
- MN
- PA
-
Total Assets Under Management19,228MILLIONS
-
Total Number of Accounts1,844ACCOUNTS
-
Average Account Value$10,427,141
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, NC, NH, NJ, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WV, WY
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