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Building 2BIG SIOUX WEALTH MANAGEMENT

Map pinWATERTOWN, SD
Phone605-882-4280
NotebookSEC #801-118350
Total AUM
$235.2M
Employees
7
Clients
868

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1401 4TH ST NE
WATERTOWN
SD 57201
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
605-882-4280
Other Offices
1

ReceiptFinancials

Total AUM
$235.2M
Accounts
1,957
Discretionary
$228.2M
Accounts
1,930
Non-Discretionary
$7M
Accounts
27

ContactClients

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Individual Clients
597
AUM
$61.1M
HNW Individual Clients
246
AUM
$167.9M
Charitable Organization Clients
15
AUM
$2M
Corporation or Business Clients
10
AUM
$4.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLIAMNNDSDTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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