Eide Bailly Advisors, Llc (Fargo)
Eide Bailly Advisors, Llc Is a Large Advisory Firm Based in Fargo. It Manages $793.91 Million of Regulatory Assets for 2,170 Client Accounts. It Has Been...
Eide Bailly Advisors, LLC is a large advisory firm based in Fargo. It manages $793.91 million of regulatory assets for 2,170 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Arizona, California, Colorado, and 20 other states.
Eide Bailly Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, and educational seminars and workshops. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
Eide Bailly Advisors: assets under management
The assets under management (AUM) of Eide Bailly Advisors, LLC is $793.91 million. The firm's AUM has grown by 4318% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The firm manages $262.65 million in discretionary accounts and $531.26 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $324.65 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $390.35 thousand.
Investments
The firm invests in exchange traded securities the most. They account for 53% of the total AUM. The second-largest asset type is investment and business development companies, which make up 30% of the firm’s portfolio. Investments in cash and cash equivalents form 8% of the total invested assets.
David Miller brings 15 years of experience in global economics, personal finance strategy, and market dynamics. He specializes in turning complex economic trends into actionable insights for everyday readers.
