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- Custodian
- Bank OF America · Charles Schwab & Company · Merrill Lynch
- Clients
- Retail
- Platforms
- Crest
- Established Date
- 02-10-2022
- Office Locations
- 1
Office Locations
About Cultivate Financial
Cultivate Financial is a boutique Fargo, ND wealth management firm providing collaborative investment management and holistic financial and estate planning, plus business services such as corporate retirement plans. The team serves multi-generational families, farmers, business owners and executives, and also advises foundations and endowments with investment policy, spending policy, portfolio management, and fiduciary reviews. Portfolios are primarily ETF-based, with fixed income allocations, and the firm works with Schwab and Dimensional.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Matthew John Breker
Chief Compliance Officer, Chief Executive Officer, Founder, PRINCIPAL, Wealth Advisor
- CRD
- #7076198
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,595,602 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,595,602 | -- |
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Separately Managed Accounts
Total SMA Asset: $3,595,602
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $939,625,778 | 10.7% |
| Public Funds | $2,256,858,177 | 25.7% |
| Cash | $2,414,926,065 | 27.5% |
| Equity - OTC | $1,782,654,513 | 20.3% |
| Corporate - Investment Grade | $1,387,484,793 | 15.8% |
| Total | $8,781,549,326 | 100.0% |