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PRIEBE WEALTH HOLDINGS, LLC
PRIEBE WEALTH HOLDINGS, LLC
MAGNETIC NORTH ADVISORS
MAPLE GROVE, Minnesota
·
3 registered advisors
·
CRD# 309628
SEC# 801-119662
1
763-543-3803
01
Firm Overview
AUM
$404M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at PRIEBE WEALTH HOLDINGS, LLC
3 registered advisors
Austin Jacob Boniface
MAPLE GROVE, Minnesota
CRD# 6644986
Christina Marie Madson
MAPLE GROVE, Minnesota
CRD# 5584785
Jason Michael Priebe
MAPLE GROVE, Minnesota
CRD# 6265121
05
Office Locations
MAPLE GROVE, Minnesota
3 advisors
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Data sourced from SEC Form ADV filings. PRIEBE WEALTH HOLDINGS, LLC (CRD# 309628) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.