Pairone Private Wealth
Firm details
- Headquarters
- Lakeville, Minnesota
- CRD number
- 336860
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Pairone Private Wealth is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on serving individual and family clients, delivering financial planning, portfolio management for individuals and small businesses, and pension consulting. Compensation is billed as a percentage of assets under management and via fixed fees. Pairone does not identify as an active ESG investor and is not registered as a multi-state adviser. The firm lists an affiliation with an insurance company.
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
Asset composition
- Public Funds/Mutual Funds50%
- Other24%
- Exchange Traded Equities21%
- Cash & Cash Equivalents5%
Contacts
2 of 2
Adam Duchon
Founder and Financial AdvisorCRD 7143442
Spencer Schneider
Managing MemberCRD 8104230
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Lakeville, MN
Dakota
Location
Lakeville, MN
Headquartered in Lakeville, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- Dakota
- Address
- 10645 165th St W
- Time zone
- CT (UTC-6)
- Office locations
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