Cfsc Wayland Advisers, Inc. (Minnetonka)

Cfsc Wayland Advisers, Inc. is a large advisory firm based in Minnetonka. It manages $836.1 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of Massachusetts and Minnesota.

Cfsc Wayland Advisers provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Cfsc Wayland Advisers: assets under management

The assets under management (AUM) of Cfsc Wayland Advisers, Inc. is $836.1 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $836.1 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $209.03 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Cfsc Wayland Advisers, Inc. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Cfsc Wayland Advisers, Inc.

Linda Susan Cutler has been acting as President since 1 Jun 1999. Robert Dale Beach joined the executive team most recently as the Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Cargill Financial Services Corporation	Shareholder	1 Dec 1997	75% - 100%	41-1492786
Patrick Joseph Halloran	Director; vice president	1 Dec 1997	Other	1686827
Jeffery Delbert Leu	Director; president	1 Dec 1997	Other	1449036
Christopher T. Pears	Assistant vice president	1 Dec 1997	Other	4623636
Steven M. Adams	Assistant vice president	1 Jan 1999	Other	4623632
Linda Susan Cutler	Director	1 Jun 1999	Other	1674999
Robert Dale Beach	Compliance officer	1 Jan 2003	Other	1878251

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Incorporated Cargill	Shareholder	1 Jun 1984	75% - 100%	41-0177680

Based in Minnetonka

The principal office where Cfsc Wayland Advisers, Inc. performs its advisory services is located at Cfsc Wayland Advisers, Inc., Minnetonka, MN 55343, which is also the mailing address of the firm. An additional office of the firm is in Boston, MA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 952-984-3001 or by fax 952-984-3913. The normal business hours are 8 a.m. - 5 p.m. central standard time on Monday - Friday.