Sawtooth Solutions LLC
Legal Name: SAWTOOTH SOLUTIONS, LLC
Full Contact Details
Sawtooth Solutions LLC
3600 AMERICAN BOULEVARD WEST, SUITE 750, MINNEAPOLIS, MN
952-831-0039
952-831-0279
Other Info
SAWTOOTH SOLUTIONS, LLC is a DE Limited Liability Company with 30 employees, including 5 advisors. While the number of clients is unknown, the firm's last reported SEC status is Approved, dating back to Feb 27, 2015.
Simplicity Solutions
Simplicity Solutions is a flexible UMA/SMA TAMP solution for investment management, trade execution and online reporting. Simplicity Solutions runs on a custom CRM Wealth management App
Direct Owners
-
AE PARTNERS INVESTMENTS, LLC
MEMBER OF SAWTOOTH SOLUTIONS LLC owns more than 5% but less than 10%
-
ANGELA CHRISTINE WOOD
CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER owns less than 5%
-
BRADLEY EARL PRIES
CHIEF EXECUTIVE OFFICER owns less than 5%
-
CHRISTIAN MYERS WAGNER
BOARD OF MANAGERS owns less than 5%
-
MATTHEW J KUNTZ
CHIEF OPERATIONS OFFICER owns less than 5%
-
ROBERT JAMES STAPLETON
BOARD OF MANAGERS owns less than 5%
-
SAWTOOTH ASSET MANAGEMENT, INC.
MEMBER OF SAWTOOTH SOLUTIONS LLC owns 75% or more
-
THOMAS JOHN ROZMAN
PRESIDENT AND CHIEF INVESTMENT OFFICER owns less than 5%
Firms Located Nearby
News
Top Holdings
- iShares Russell Top 200 Value $80,312k
- ISHARES TR 20 YR TR BD ETF $39,439k
- ISHARES TR RUS MD CP GR ETF $33,758k
- SPDR SERIES TRUST $10,140k
- WISDOMTREE TR $4,682k
- WISDOMTREE TRUST $4,281k
- SPDR SERIES TRUST $4,095k
- ISHARES $3,958k
- Bank of America Corp. $3,721k
- ISHARES TR $3,394k