Kerwin Asset Management, LLC

Kerwin Asset Management, LLC (CRD# 145906) is a financial advisory firm headquartered in Edina, MN. They manage $10,508,413 in 61 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    11
    MILLION
  • Total Number of Accounts
    61
    ACCOUNTS
  • Average Account Value
    $172,269
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MN

Financial Advisors at Kerwin Asset Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
David E. Kerwin
CRD#: 1415347
Edina, MN
96
Wealthminder
score

David Kerwin (CRD# 1415347) is an Investment Advisor Representative working at Kerwin Asset Management, LLC in Edina, MN and has over 12 years of experience in the finance industry.

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