Overview
Assets Under Management: $170 million
Headquarters: FARGO, ND
High-Net-Worth Clients: 51
Average Client Assets: $1 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 51
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 31.90
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 1,344
Discretionary Accounts: 1,335
Non-Discretionary Accounts: 9
Regulatory Filings
CRD Number: 122030
Filing ID: 2011288
Last Filing Date: 2025-08-22 12:09:00
Website: https://finstrat.com