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AB CARVAL INVESTORS, LP
AB CARVAL INVESTORS, LP
MINNEAPOLIS, Minnesota
·
14 registered advisors
·
CRD# 141819
SEC# 801-71932
3
952-444-4780
01
Firm Overview
AUM
$20.4B
Regulatory assets under management
Employees
205
Total firm employees
Advisors
14
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Retirement Planning
Wealth Management
04
Advisors at AB CARVAL INVESTORS, LP
14 registered advisors
Brandynn Young Morris
MINNEAPOLIS, Minnesota
CRD# 7718124
Christie Ramona Farris Oberg
MINNEAPOLIS, Minnesota
CRD# 7606296
Christopher John Hedberg
MINNEAPOLIS, Minnesota
CRD# 2263364
David Wood Maclennan
MINNETONKA, Minnesota
CRD# 2025872
James Patrick Ganley
MINNEAPOLIS, Minnesota
CRD# 1690947
Jody Ann Gunderson
MINNEAPOLIS, Minnesota
CRD# 6678102
John Roger Simpson Brice
HOPKINS, Minnesota
CRD# 5854611
Linda Susan Cutler
MINNETONKA, Minnesota
CRD# 1674999
Lucas Kole Detor
MINNEAPOLIS, Minnesota
CRD# 4226286
Matthew Robert Bogart
MINNEAPOLIS, Minnesota
CRD# 5854623
Patrick Michael Cooley
HOPKINS, Minnesota
CRD# 6034140
Paul Damian Conway
HOPKINS, Minnesota
CRD# 5707373
Peter Alan Vorbrich
HOPKINS, Minnesota
CRD# 5854616
Sergio Agapito Lires Rial
MINNETONKA, Minnesota
CRD# 4561588
05
Office Locations
MINNEAPOLIS, Minnesota
7 advisors
HOPKINS, Minnesota
4 advisors
MINNETONKA, Minnesota
3 advisors
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Data sourced from SEC Form ADV filings. AB CARVAL INVESTORS, LP (CRD# 141819) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.