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Tom Monte Irwin

PRAIRIEVIEW PARTNERS, LLC·ST. PAUL, Minnesota
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2250 TOWN SQUARE TOWER, ST. PAUL, MN 55101CRD# 4021672Firm CRD# 145743
01

About

Tom Monte Irwin is a registered financial advisor based in ST. PAUL, Minnesota, affiliated with PRAIRIEVIEW PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PRAIRIEVIEW PARTNERS, LLC
PRAIRIEVIEW PARTNERS, LLC
AUM
$949M
Regulatory assets under management
Employees
20
Total firm employees
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4021672
Firm CRD# 145743
No disclosures on file
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05

Frequently Asked Questions

What services does Tom Monte Irwin offer?
Tom Monte Irwin specializes in Financial Planning, Investment Management. Contact their office in ST. PAUL, Minnesota for a consultation.
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, working with PRAIRIEVIEW PARTNERS, LLC. Their office serves clients in the ST. PAUL metropolitan area and surrounding communities.
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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