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Home > Retirement Planners > north dakota > fargo > PRAIRIEWOOD WEALTH MANAGEMENT
PRAIRIEWOOD WEALTH MANAGEMENT
3175 Sienna Dr S
Ste 100
Fargo, North Dakota 58104
Tel: 701-234-0521
About PRAIRIEWOOD WEALTH MANAGEMENT
PRAIRIEWOOD WEALTH MANAGEMENT, formally registered with the SEC as PRAIRIEWOOD WEALTH MANAGEMENT. The firm was established in 03/13/2020. They have over 1 offices throughout the country.
PRAIRIEWOOD WEALTH MANAGEMENT is a Fargo, North Dakota based Financial Planning firm with nearly $216,828,298 assets under management, offering retirement planning & investment advisory services to 742 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 149007 |
| SEC# | 801-118221 |
| Assets Managed by Firm | $216,828,298 |
| No. of Clients | 742 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 742 | $216,828,298 |
| Individuals (other than high net worth individuals) | 99 | $45,969,578 |
| High net worth individuals | 61 | $161,583,255 |
| Charitable organizations | 6 | $9,275,465 |
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