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Building 2PRAIRIEWOOD WEALTH MANAGEMENT

Map pinFARGO, ND
Phone701-234-0521
NotebookSEC #801-118221
Total AUM
$365.4M
Employees
8
Clients
244

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3175 SIENNA DR S
STE 100
FARGO
ND 58104
United States
Operating Hours
8 AM - 5 PM
Monday - Friday
Phone
701-234-0521

ReceiptFinancials

Total AUM
$365.4M
Accounts
1,201
Discretionary
$365.4M
Accounts
1,201
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
105
AUM
$48M
HNW Individual Clients
129
AUM
$302.4M
Charitable Organization Clients
10
AUM
$15M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MNND

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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