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HALDORSON & PINCOMBE INVESTMENT ADVISORS INC.
CRD 115023
202 WEST SUPERIOR STREET, SUITE 510, DULUTH, MN, 55802, United States
Phone
218-722-2545
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$19.5M
Discretionary AUM
$19.5M
Team
3 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-26
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 257 | $15.1M |
| High net worth individuals | 5 | $4.4M |
| Charitable organizations | 1 | $51K |
Official SEC filing: View on IAPD