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Building 2APPLIED FINANCIAL WISDOM

Map pinRAPID CITY, SD
Phone301-570-8006
NotebookSEC #801-135135
Total AUM
$130.2M
Employees
1
Clients
152

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
529 KANSAS CITY ST.
SUITE 203
RAPID CITY
SD 57701
United States
Operating Hours
9:00AM- 5:00PM
Monday - Friday
Phone
301-570-8006

ReceiptFinancials

Total AUM
$130.2M
Accounts
322
Discretionary
$90.2M
Accounts
302
Non-Discretionary
$40M
Accounts
20

ContactClients

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Individual Clients
150
AUM
$85M
HNW Individual Clients
1
AUM
$45M
Corporation or Business Clients
1
AUM
$250K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLKSMDNHPASDTXVAWV

HandshakeAffiliates

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

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