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EHLERS
EHLERS INVESTMENT PARTNERS, LLC
CRD 146385 · SEC 801-69849
3001 BROADWAY STREET NE, SUITE 320, MINNEAPOLIS, MN, 55413, United States
Phone
800-552-1171
Fax
651-697-8555
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$3.17B
Discretionary AUM
$3.05B
Team
13 total employees; 5 advisory reps
Clients
—
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2025-09-29
Disciplinary history
No
Services
Portfolio management (institutions)Educational seminarsCONSULTING; BIDDING AGENT SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Charitable organizations | 1 | $1.6M |
| State/municipal entities | 281 | $3.16B |
| Corporations/business entities | 1 | $13.0M |
States served
CO, IL, KS, MN, WI, TX
All web addresses on file
Official SEC filing: View on IAPD