Invested Better
Unclaimed

Unclaimed

Unclaimed

Adam D McGrane

Riverbridge

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Adam? Claim Your Profile

About Adam D McGrane

Adam McGrane is a financial advisor at Riverbridge Partners, LLC. Adam specializes in providing financial planning, portfolio management, and educational seminars to high-net-worth individuals, corporations, and institutions. Adam has been in the industry since 2008 and is a Chartered Financial Analyst. Adam is registered with the state of Minnesota. Riverbridge Partners, LLC is a registered investment advisor with the Securities and Exchange Commission. The firm provides a range of investment advisory services, including portfolio management, financial planning, and educational seminars. Riverbridge Partners, LLC has over 7 billion dollars in assets under management.

Firm Information

Adam McGrane is currently registered with Riverbridge. Riverbridge is an investment advisor based in Minneapolis, Minnesota. They manage over $7.4 billion in assets for a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and state or municipal government entities. Riverbridge offers a range of investment advisory services, including financial planning, portfolio management, and educational seminars. They also participate in wrap fee programs.
Riverbridge

80 SOUTH EIGHTH STREET

MINNEAPOLIS, MN 55402

$7.43B

Assets Under Management

Not reported

Total Clients

19

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Adam McGrane’s Registration & Firm History

MN

01/07/2014 - Present

Riverbridge (MINNEAPOLIS MN)

Not sure if Adam D McGrane is right for you?

Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Adam D McGrane.
Not sure if Adam D McGrane is right for you?