TEALWOOD ASSET MANAGEMENT

Advisory Business

Type of Organization	Corporation
Fiscal Year End	DECEMBER
Legal Location	Minnesota, United States

Employees

Total Number of Employees	5
Investment Advisory/Research	4
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	4
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	770	$343.0M
Non-Discretionary	5	$537,397
Total	775	$343.6M

Clients

Type	Number	RAUM
Individuals	136	$64.9M
HNW Individuals	114	$261.3M
Banking or thrift institutions	0	$0
Investment companies	1	$152,654
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	0	$0
Charitable organizations	<5	$1.3M
State or municipal gov entities	0	$0
Other investment advisers	6	$4.9M
Insurance companies	<5	$3.7M
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	<5	$7.2M
Other	0	$0

Type	Number
No. of Non-RAUM Clients	5
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	1-10

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients
Compensation	% of AUMFixed fees

Wrap Fee Program

Offers Wrap Fee Program	Yes

Acting As	RAUM
Sponsor	4.8M
Portfolio Manager	0
Both for Same	0

Identifiers

SEC RIA File Number	801-29095
SEC ERA File Number	801-29095
SEC CIK Numbers	1164062
SEC CRD Numbers	105245
Legal Entity Identifier	None

Principal Office

120 SOUTH 6TH STREET
SUITE 1900
MINNEAPOLIS
MN
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic