KOWALSKI FINANCIAL INC.
  • KOWALSKI FINANCIAL INC.

Adviser Profile

As of Date 01/09/2026
Registration SEC, Approved, 10/13/2020
Other registrations (1)
ADV Location MINNEAPOLIS, MN, United States
Contact Info 952 xxxxxxx
Websites
AUM* 202,040,000 32%
of that, discretionary 202,040,000 32%
Number of Employees 7 17%
of those in investment advisory functions 2 100%
Private Fund GAV* 0
Avg Account Size 275,634 19%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

202M 173M 144M 115M 87M 58M 29M
2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Similar advisers

Adviser Hedge Fund Liquidity Fund Private Equity Fund Real Estate Fund Securitized Asset Fund Venture Capital Fund Other Fund Total Private Fund GAV AUM #Funds
Adviser TIMOTHY J. ELLIS, INC. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM87.2m #Funds-
Adviser JULEX CAPITAL MANAGEMENT Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM246.7m #Funds-
Adviser GUNN WEALTH MANAGEMENT LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM24.0m #Funds-
Adviser PROFOCUS INCORPORATED Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM156.5m #Funds-
Adviser RETIREMENT PLANNING SPECIALISTS, INC. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM370.6m #Funds-
Adviser CAPITAL GROWTH & SHELTER, INC. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM33.3m #Funds-
Adviser BENTLEY FINANCIAL GROUP Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM392.8m #Funds-
Adviser ROBINSON INVESTMENT GROUP INC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM19.6m #Funds-
Adviser JASMIJN CAPITAL MANAGEMENT, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM69.9m #Funds-
Adviser BMO DIRECT INVEST INC. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM4.7m #Funds-