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Happe, Gregg A (Minnetonka)


Happe, Gregg A is a related adviser based in Minnetonka. It manages $23 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of Minnesota.

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Happe, Gregg A provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Happe, Gregg A: assets under management

The assets under management (AUM) of Happe, Gregg A is $23 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $23 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $7.67 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Happe, Gregg A for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Minnetonka

The principal office where Happe, Gregg A performs its advisory services is located at 5295 Williston Rd, Minnetonka, MN 55345, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 952-938-7495 or by fax 952-938-7495. The normal business hours are 7:00am to 4:30pm on Monday - Friday. You can find more information about the New York firm at technicalmanagementassociates.com.


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