DAKOTA WEALTH, LLC - Financial Advisor in Florida, Palm Beach Gardens

Tel: (561) 774-8101 11376 N. Jog Road Suite 101 Palm Beach Gardens, Florida 33418-1752

About 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

Firm CRD#:

297987

Firm SEC#:

801-114097

Assets Under Management:

$6,122,964,202

No. of Clients:

9080

No. of Advisors:

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

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