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Building 2BRADY MARTZ WEALTH SOLUTIONS, LLC

Map pinGRAND FORKS, ND
Phone701-223-1717
NotebookSEC #801-130560
Total AUM
$795.3M
Employees
11
Clients
449

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
401 DEMERS AVE
STE 300
GRAND FORKS
ND 58201
United States
Operating Hours
8:00-5:00
Monday - Friday
Phone
701-223-1717
Other Offices
11

ReceiptFinancials

Total AUM
$795.3M
Accounts
1,046
Discretionary
$795.3M
Accounts
1,046
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
305
AUM
$97.8M
HNW Individual Clients
134
AUM
$692.4M
Pension/Profit Sharing Plan Clients
9
AUM
$2.9M
Corporation or Business Clients
1
AUM
$2.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCTFLIAMNMTNDSDTX

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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