Kerwin Asset Management, LLC
Kerwin Asset Management, LLC (CRD# 145906) is a financial advisory firm headquartered in Edina, MN. They manage $26,235,429 in 96 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Kerwin Asset Management, LLC
By the Numbers
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Total Assets Under Management26MILLION
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Total Number of Accounts96ACCOUNTS
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Average Account Value$273,286
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MN
Financial Advisors at Kerwin Asset Management, LLC
1
David Kerwin (CRD# 1415347) is an Investment Advisor Representative working at Kerwin Asset Management, LLC in Edina, MN and has over 19 years of experience in the finance industry.
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