Sawtooth Solutions

Sawtooth provides an outsourced suite of investment based practice management solutions to wealth management firms including UMA Services.

  • Stage $1M in TTM Revenue
  • Industry Financial Services
  • Location Edina, MN, USA
  • Currency USD
  • Founded June 2009
  • Employees 6
  • Website sawtootham.com

Company Summary

Sawtooth provides Broker Dealers, RIA’s, Investment Advisor Representatives, and their clients with a custom UMA Platform. Services include: performance reporting, fee collection, trading, asset management, CRM, client acquisition, and account servicing. Sawtooth enables Advisors to become more profitable by freeing up more time for client acquisition (growth) and client service while also improving the execution of back office tasks.

Team

  • Bradley E Pries
    CEO

    Mr. Pries is responsible for all operations at Sawtooth Asset Management. Prior to founding Sawtooth, Mr. Pries was the President and CCO of Redhawk Wealth Advisors, Inc. an SEC registered investment adviser located in Minneapolis.
    Prior to co-founding Redhawk, Mr. Pries was a Senior Vice President at Mt. Yale Capital Group. Mr. Pries holds a M.B.A. degree from the Carlson School of Management, University of Minnesota.

  • Brad Pries

Advisors

  • Franklin Jesse: Gray Plant Mooty
    Lawyer
    Unconfirmed
    Foreman and Airhart
    Accountant
    Unconfirmed

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