Kerwin Asset Management

Finance · Minnesota, United States · 1-10 Employees

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Overview

Headquarters

PO Box 390086, Edina, Minnesota, 55439, ...

Phone Number

(612) 708-7639

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About Kerwin Asset Management

Kerwin Asset Management, LLC operates as an independent fiduciary, providing portfolio management and financial planning services for individuals, trusts, and endowments. The firm focuses on helping clients grow and manage their wealth through diversified, cost-efficient, tax-efficient, and risk-efficient investment portfolios. With a client-centered approach, Kerwin is dedicated to assisting clients in making informed financial decisions to achieve their objectives. Their services include investment management, retirement planning, and legacy planning.Explore more
Kerwin Asset Management's Social MediaPopular SearchesKerwin Asset Management LLCKerwin Asset ManagementSIC Code 62,628NAICS Code 52,523Show more

Kerwin Asset Management Org Chart

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David Kerwin, Founder at Kerwin Asset Management
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Kerwin Asset Management

<$5M
1-10
Private
-
2008
$7.7M
11-50
Private
-
1988
RC
Ross ClemonsChief Technology Officer
$5.2M
11-50
Private
-
1988
NF
Norman FinePresident & CEO
<$5M
1-10
Private
-
-
PR
Patrick RickettsPrincipal and CCO
<$5M
1-10
Private
-
2002
JH
Jim HaslemFounder & CEO
<$5M
1-10
Private
-
1995
KA
Kimberly AdamsManager, Operations
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Kerwin Asset Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Kerwin Asset Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Kerwin Asset Management.

Kerwin Asset Management Tech Stack

A closer look at the technologies used by Kerwin Asset Management

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Frequently Asked Questions Regarding Kerwin Asset Management

What is Kerwin Asset Management's official website?
Kerwin Asset Management's official website is www.kerwinam.com
What is Kerwin Asset Management's Revenue?
Kerwin Asset Management's revenue is <$5 Million
What is Kerwin Asset Management's SIC code?
Kerwin Asset Management's SIC: 62,628
What is Kerwin Asset Management's NAICS code?
Kerwin Asset Management's NAICS: 52,523
How many employees does Kerwin Asset Management have?
Kerwin Asset Management has 1-10 employees
What industry does Kerwin Asset Management belong to?
Kerwin Asset Management is in the industry of: Finance, Securities Trading
What is Kerwin Asset Management competition?
Kerwin Asset Management top competitors include: Eppolito Financial Strategies, Evanson Asset Management, Clarus Wealth Advisors, Ricketts Financial
What technology does Kerwin Asset Management use?
Some of the popular technologies that Kerwin Asset Management uses are: Sentry, Microsoft 365, F5 BIG-IP Platform, F5 BIG-IP Application Security Manager
How do I contact Kerwin Asset Management?
Kerwin Asset Management contact info: Phone number: (612) 708-7639 Website: www.kerwinam.com
What does Kerwin Asset Management do?

Kerwin Asset Management, LLC operates as an independent fiduciary, providing portfolio management and financial planning services for individuals, trusts, and endowments. The firm focuses on helping clients grow and manage their wealth through diversified, cost-efficient, tax-efficient, and risk-efficient investment portfolios. With a client-center... ed approach, Kerwin is dedicated to assisting clients in making informed financial decisions to achieve their objectives. Their services include investment management, retirement planning, and legacy planning.Read More

What are Kerwin Asset Management social media links?
Kerwin Asset Management Linkedin page
Is Kerwin Asset Management a public company?
Kerwin Asset Management is private company therefore does not currently have an official ticker symbol
See more information about Kerwin Asset Management

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