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DAKOTA WEALTH, LLC
Tel: (561) 774-8101
11376 N. Jog Road Suite 101
Palm Beach Gardens, Florida 33418-1752
DAKOTA WEALTH, LLC
DAKOTA WEALTH, LLC is a Palm Beach Gardens, Florida based financial advisory firm with nearly $6,122,964,202 in assets under management and provides investment advisory services for 9080 clients. There are currently 84 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for investment companies , Portfolio management for pooled investment vehicles , Pesnsion consulting services , Selection for other advisors , Other (OUTSOURCED INVESTMENT ADVISORY SERVICES FOR OTHER ADVISERS; TAX PREPARATION/FILING)
Fee Structure:
A percentage of AUM, Fixed fees
Firm CRD#:
297987
SEC#:
801-114097
No. of Clients:
9080
Assets under Management
$6,122,964,202
No. of Advisors:
84
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