Touchstone Investment Consultants, LLC (Minneapolis)

Name: Touchstone Investment Consultants, LLC
Address: 500 Washington Avenue South, Minneapolis, MN, 55415 1151
Telephone: 612-230-3700

Touchstone Investment Consultants, LLC is a large advisory firm based in Minneapolis. It manages $103.24 million of regulatory assets for 67 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Minnesota.

Touchstone Investment Consultants provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Touchstone Investment Consultants: assets under management

The assets under management (AUM) of Touchstone Investment Consultants, LLC is $103.24 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 78% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $103.24 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.54 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Touchstone Investment Consultants, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Touchstone Investment Consultants, LLC

David John Bromelkamp has been acting as President since 1 Aug 2005. Jeremy Bruce Graff joined the executive team most recently as the Director Of Financial Planning.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
David Albert Gutzke	Chief operating officer / chief compliance officer	1 Jun 2005	75% - 100%	1360894
David John Bromelkamp	President	1 Aug 2005	50% - 75%	1886987
Jeremy Bruce Graff	Director of financial planning	1 Aug 2005	25% - 50%	2732583

Based in Minneapolis

The principal office where Touchstone Investment Consultants, LLC performs its advisory services is located at 500 Washington Avenue South, Minneapolis, MN 55415 1151, 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 612-230-3700 or by fax 612-235-3359. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.ticllc.com.