4321 20th Ave S
Fargo, North Dakota 58103
Tel: 866-740-4100
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 113564 |
SEC# | 801-64548 |
Assets Managed by Firm | $1,325,396,107 |
No. of Clients | 2537 |
No. of Advisors | 29 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 2537 | $1,325,396,107 |
Individuals (other than high net worth individuals) | 520 | $168,077,753 |
High net worth individuals | 400 | $993,582,020 |
Pension and profit sharing plans | 71 | $98,554,901 |
Charitable organizations | 5 | $3,261,879 |
Corporations or other businesses | 33 | $61,919,554 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$851,352,802 | 11 | 5 | |
$193,704,748 | 19 | 1 | |
$169,427,001 | 399 | 1 | |
$158,396,000 | 1891 | 12 | |
$151,376,576 | 557 | 2 |
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