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T&S Investments, LLC (Fargo)


T&S Investments, LLC is an adviser based in Fargo. It manages $13.6 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdictions of Minnesota and North Dakota.

T&S Investments provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

T&S Investments: assets under management

The assets under management (AUM) of T&S Investments, LLC is $13.6 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -91% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $13.6 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.72 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay T&S Investments, LLC for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Fargo

The principal office where T&S Investments, LLC performs its advisory services is located at 210 N. Broadway, Fargo, ND 58102 4771 The mailing address of the firm is Po Box 2396, Fargo, ND 58108 2396. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 701-478-3338 or by fax 701-478-3349. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday.


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