G
$61.4M Total AUM
$61.4M Disc. AUM
-- 3Y CAGR
2 Employees
174 ADV. Clients
2 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-21-2024
- Office Locations
- 2
Office Locations
6048 31st ST S Fargo ND
-- Fargo ND
About Great Plains Advisory Services LLC
Great Plains Advisory Services LLC is a Fargo-based RIA with 2 offices. The firm has been operating for 2 years. Managing $61.4M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$30.7M AVG AUM / ADVISOR
$353.0K AVG AUM / CLIENT
2.1 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
CRM
Available
Investment Themes
Available
Investment Vehicles
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Platform
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Services
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Owner & Executives
R
RICHARD WILLIAM ENGEN
Chief Compliance Officer, Managing Member
- CRD
- #2528314
- Ownership
- 50% but less than 75%
Available
Available
Available
J
JEFFREY CHARLES WALLGREN
Managing Member
- CRD
- #5998714
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $61,421,080 | -- |
| Non-Discretionary | $0 | -- |
| Total | $61,421,080 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
U.S. Government/Agency:
Available Private Funds:
Available Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | Available | Available |
| Private Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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