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Building 2ADVEST TRUST

Map pinFARGO, ND
Phone701-271-3459
NotebookSEC #801-63429
Total AUM
$96.1M
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1126 WESTRAC DRIVE
FARGO
ND 58103
USA
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
701-271-3459

ReceiptFinancials

Total AUM
$96.1M
Accounts
100
Discretionary
$93.9M
Accounts
97
Non-Discretionary
$2.2M
Accounts
3

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTNDOH

HandshakeAffiliates

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Affiliates
Reported 15 business affiliates.
Claimed Affiliates
Reported as an affiliate by 7 other businesses.

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