Overview
Assets Under Management: $201 million
Headquarters: WATERTOWN, SD
High-Net-Worth Clients: 247
Average Client Assets: $571,631
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 247
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 70.33
Average High-Net-Worth Client Assets: $571,631
Total Client Accounts: 2,036
Discretionary Accounts: 1,330
Non-Discretionary Accounts: 706
Regulatory Filings
CRD Number: 299593
Last Filing Date: 2025-02-18 00:00:00
Website: https://bigsiouxwealth.com