Overview
Assets Under Management: $201 million
Headquarters: WATERTOWN, SD
High-Net-Worth Clients: 247
Average Client Assets: $571,631
Frequently Asked Questions
BIG SIOUX FINANCIAL, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #299593), BIG SIOUX FINANCIAL, INC. is subject to fiduciary duty under federal law.
BIG SIOUX FINANCIAL, INC. is headquartered in WATERTOWN, SD.
BIG SIOUX FINANCIAL, INC. serves 247 high-net-worth clients according to their SEC filing dated February 18, 2025. View client details ↓
According to their SEC Form ADV, BIG SIOUX FINANCIAL, INC. offers financial planning, portfolio management for individuals, pension consulting services, and educational seminars and workshops. View all service details ↓
BIG SIOUX FINANCIAL, INC. manages $201 million in client assets according to their SEC filing dated February 18, 2025.
According to their SEC Form ADV, BIG SIOUX FINANCIAL, INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
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