$63.7M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
70 ADV. Clients
7 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-01-2019
- Office Locations
- 1
Office Locations
342 Fifth Avenue N. Suite 150 Bayport MN
About Prevail Financial Partners, LLC
Prevail Financial Partners, LLC is a Bayport, MN-based retail advisory firm providing financial planning and investment management for retirees and entrepreneurs. The practice emphasizes asset allocation and risk management using public funds such as index funds, mutual funds and ETFs, alongside fixed income and annuity solutions where appropriate. Custody is held at Charles Schwab.
Team overview
56 AVG AGE
$63.7M AVG AUM / ADVISOR
$909.6K AVG AUM / CLIENT
7.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
JESSE SELL
Certified Financial Planner, Chief Compliance Officer, MANAGING PRINCIPAL
- CRD
- #2221965
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $63,673,000 | -- |
| Total | $63,673,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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