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EIDE BAILLY ADVISORS, LLC

4321 20th Ave S
Fargo, North Dakota 58103
Tel: 866-740-4100

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About EIDE BAILLY ADVISORS, LLC

EIDE BAILLY ADVISORS, LLC, formally registered with the SEC as EIDE BAILLY ADVISORS, LLC. The firm was established in 09/01/2005. They have over 12 offices throughout the country.

EIDE BAILLY ADVISORS, LLC is a Fargo, North Dakota based Financial Planning firm with nearly $1,325,396,107 assets under management, offering retirement planning & investment advisory services to 2537 clients. The firm is staffed with 29 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#113564
SEC#801-64548
Assets Managed by Firm$1,325,396,107
No. of Clients2537
No. of Advisors29

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees
  • Other(SOLICITOR/REFERRAL FEES)

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
  • Educational Seminars/ Workshops

Firm Client Information

No. of ClientsAUM
Firm Total2537$1,325,396,107
Individuals (other than high net worth individuals)520$168,077,753
High net worth individuals400$993,582,020
Pension and profit sharing plans71$98,554,901
Charitable organizations5$3,261,879
Corporations or other businesses33$61,919,554

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