Dakota Wealth Management, LLC
Dakota Wealth Management, LLC (CRD# 153354) is a financial advisory firm headquartered in Watertown, SD. They manage $1,232,917 in 28 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Dakota Wealth Management, LLC
By the Numbers
-
Total Assets Under Management1MILLION
-
Total Number of Accounts28ACCOUNTS
-
Average Account Value$44,033
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
SD
Financial Advisors at Dakota Wealth Management, LLC
No Advisor Found.
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