Overview
Assets Under Management: $1.1 billion
Headquarters: ST. PAUL, MN
High-Net-Worth Clients: 311
Average Client Assets: $3 million
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