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Bissonett James & Associates Inc (Eden Prairie)


Bissonett James & Associates Inc is an investment adviser to a business development company based in Eden Prairie. It manages $301.5 million of regulatory assets for 94 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Minnesota.

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Bissonett James & Associates provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Bissonett James & Associates: assets under management

The assets under management (AUM) of Bissonett James & Associates Inc is $301.5 million. The firm's AUM has grown by 1719% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $1.5 million in discretionary accounts and $300 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $500 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $3.3 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bissonett James & Associates Inc for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Eden Prairie

The principal office where Bissonett James & Associates Inc performs its advisory services is located at 7901 Flying Cloud Drive, Eden Prairie, MN 55344, 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 952-944-7117 or by fax 952-944-7056. The normal business hours are 8:15 - 5:00 on Monday - Friday. You can find more information about the New York firm at www.bissonett.com.


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