Tealwood Asset Management

Tealwood Asset Management (CRD# 105245) is a financial advisory firm headquartered in Minneapolis, MN. They manage $327,959,457 in 808 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    328
    MILLION
  • Total Number of Accounts
    808
    ACCOUNTS
  • Average Account Value
    $405,890
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, MI, MN, NE, NH, TX, WI

Financial Advisors at Tealwood Asset Management
Showing 1 - 5 of 5 top financial advisors.
1
Charles C. Mahar
CRD#: 1090893
100 So. 5th Street, Suite 410, Minneapolis, MN 55402

Charles Mahar (CRD# 1090893) is an Investment Advisor Representative working at Tealwood Asset Management in Minneapolis, MN and has over 41 years of experience in the finance industry.

2
Stephen P. Moseley
CRD#: 4230374
120 South 6th Street, Suite 1900, Minneapolis, MN 55402

Stephen Moseley (CRD# 4230374) is an Investment Advisor Representative working at Tealwood Asset Management in Minneapolis, MN and has over 23 years of experience in the finance industry.

3
David Y. Neal
CRD#: 4343266
120 South 6th Street, Suite 1900, Minneapolis, MN 55402

David Neal (CRD# 4343266) is an Investment Advisor Representative working at Tealwood Asset Management in Minneapolis, MN and has over 23 years of experience in the finance industry.

4
Steven M. Richter
CRD#: 4994232
120 South 6th Street, Suite 1900, Minneapolis, MN 55402

Steven Richter (CRD# 4994232) is an Investment Advisor Representative working at Tealwood Asset Management in Minneapolis, MN and has 1 year of experience in the finance industry.

5
John C. Zevnick
CRD#: 6130234
120 South 6th Street, Suite 1900, Minneapolis, MN 55402

John Zevnick (CRD# 6130234) is an Investment Advisor Representative working at Tealwood Asset Management in Minneapolis, MN and has 1 year of experience in the finance industry.

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