Overview
Assets Under Management: $481 million
Headquarters: MAPLE GROVE, MN
High-Net-Worth Clients: 5
Average Client Assets: $33 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 5
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 34.51
Average High-Net-Worth Client Assets: $33 million
Total Client Accounts: 1,580
Discretionary Accounts: 1,577
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 309628
Filing ID: 1969521
Last Filing Date: 2025-03-28 15:11:00
Website: https://priebewealth.com