Eide Bailly Advisors, LLC

Eide Bailly Advisors, LLC (CRD# 113564) is a financial advisory firm headquartered in Fargo, ND. They manage $1,325,396,107 in 2,537 accounts and serve the financial needs of clients across 25 states (or territories).

Current Firm Details
4321 20th Ave S, Fargo, ND 58103
http://www.eidebaillyfinancialservices.com
By the Numbers
  • Total Assets Under Management
    1,325
    MILLION
  • Total Number of Accounts
    2,537
    ACCOUNTS
  • Average Account Value
    $522,427
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, IA, ID, IL, IN, LA, MN, MT, ND, NE, NH, NV, NY, OH, OK, OR, SD, TX, UT, VA, WA, WI

Financial Advisors at Eide Bailly Advisors, LLC
Showing 11 - 12 of 12 top financial advisors.
11
Kelley Grace, financial advisor Norman OK
Kelley Grace
CRD#: 7452323
3501 24th Ave Nw, Ste 201, Norman, OK 73069

Kelley Grace (CRD# 7452323) is an Investment Advisor Representative working at Eide Bailly Advisors, LLC in Norman, OK and has over 2 years of experience in the finance industry.

12
Justin Patellaro, financial advisor Fargo ND
Justin M. Patellaro
CRD#: 5321345
4321 20th Ave S, Fargo, ND 58103

Justin Patellaro (CRD# 5321345) is an Investment Advisor Representative working at Eide Bailly Advisors, LLC in Fargo, ND and has over 16 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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