GERMAN WEALTH
Firm details
- Headquarters
- GRAND FORKS, North Dakota
- CRD number
- 172493
- Fee structure
- Fixed Fees, Other
- Services
- Selection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2Nicholas Carrigan
Executive Vice President, Wealth AdvisorCRD 7244444
RAYMOND GERMAN
AttorneyCRD 6442706
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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