Overview
Assets Under Management: $1.1 billion
Headquarters: ST. PAUL, MN
High-Net-Worth Clients: 311
Average Client Assets: $3 million
Frequently Asked Questions
PRAIRIEVIEW PARTNERS, LLC 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 #145743), PRAIRIEVIEW PARTNERS, LLC is subject to fiduciary duty under federal law.
PRAIRIEVIEW PARTNERS, LLC is headquartered in ST. PAUL, MN.
PRAIRIEVIEW PARTNERS, LLC serves 311 high-net-worth clients according to their SEC filing dated February 26, 2025. View client details ↓
According to their SEC Form ADV, PRAIRIEVIEW PARTNERS, LLC offers financial planning and portfolio management for individuals. View all service details ↓
PRAIRIEVIEW PARTNERS, LLC manages $1.1 billion in client assets according to their SEC filing dated February 26, 2025.
According to their SEC Form ADV, PRAIRIEVIEW PARTNERS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 311
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 93.09
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 462
Discretionary Accounts: 461
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 145743
Last Filing Date: 2025-02-26 00:00:00
Website: https://prairieviewpartners.com