GERMAN WEALTH

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
2

Firm details

Headquarters
GRAND FORKS, North Dakota
CRD number
172493
Fee structure
Fixed Fees, Other
Services
Selection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

German Wealth is organized as a limited liability company and is owned by an individual. The firm describes itself as a capital allocator and provides advisory services focused on selecting other advisers and running educational seminars or workshops. Its fee approach includes fixed fees alongside other unspecified arrangements. The firm is not identified as an active ESG investor and is not registered as a multi-state adviser; it is also not characterized as a pension consultant or a related adviser. The dataset does not include the year of SEC registration. An industry affiliation with a law firm is noted, which may reflect a relationship that supports client-facing legal or compliance needs, or an ownership/affiliation structure tied to legal services.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • Nicholas Carrigan

    Executive Vice President, Wealth AdvisorCRD 7244444

  • RAYMOND GERMAN

    AttorneyCRD 6442706

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

GRAND FORKS, ND

GRAND FORKS

Location

GRAND FORKS, ND

Headquartered in GRAND FORKS, ND, in the Midwest of the United States.

Region
Midwest
County
GRAND FORKS
Address
1726 S Washington St
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth