Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > washington > seattle > 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 |
More Retirement Planning firms in Fargo, North Dakota:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $475,093,919,406 | 163121 | 877 | |
| $82,657,150,657 | 146 | 653 | |
| $52,480,583,056 | 70944 | 653 | |
| $24,747,000,000 | 17 | 95 | |
| $23,026,995,111 | 77 | 656 |
Explore More Retirement Advisors in Fargo, North Dakota