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PREVAIL FINANCIAL PARTNERS, LLC
CRD 299552
342 FIFTH AVENUE N., SUITE 150, BAYPORT, MN, 55003, United States
Phone
651-289-6683
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$63.7M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 43 | $15.1M |
| High net worth individuals | 27 | $48.6M |
All web addresses on file
Official SEC filing: View on IAPD