Unclaimed Profile

Tom Monte Irwin

PRAIRIEVIEW PARTNERS, LLC·ST. PAUL, Minnesota

Clean record12 years registeredPRAIRIEVIEW PARTNERS, LLC

2250 TOWN SQUARE TOWER, ST. PAUL, MN 55101CRD# 4021672Firm CRD# 145743

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Tom Monte Irwin · ST. PAUL, MN

Registration

CRD #4021672 · PRAIRIEVIEW PARTNERS, LLC · 12 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PRAIRIEVIEW PARTNERS, LLC

PRAIRIEVIEW PARTNERS, LLC

Feb 2014 – Dec 2022

ST. PAUL, MN

Registrations & Exams

Registration record

First registered · February 17, 2014

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PRAIRIEVIEW PARTNERS, LLC

CRD 145743 · SEC 801-68588

AUM

$949M

Regulatory assets under management

Employees

436 client accounts

Services offered by PRAIRIEVIEW PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PRAIRIEVIEW PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Tom Monte Irwin offer?

Tom Monte Irwin specializes in Financial Planning, Investment Management.

What are Tom Monte Irwin's credentials?

Tom Monte Irwin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Tom Monte Irwin located?

Tom Monte Irwin is based in ST. PAUL, Minnesota, last registered with PRAIRIEVIEW PARTNERS, LLC.

How does Tom Monte Irwin charge for services?

Tom Monte Irwin's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PRAIRIEVIEW PARTNERS, LLC?

PRAIRIEVIEW PARTNERS, LLC has approximately 20 employees and manages $949M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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