Viking Fund Management LLC

RIASEC RegisteredEst. 1999
Total AUM
$1.1B
Discretionary
$1.1B
100% of AUM
Avg account
$95.8M
Accounts
12
Employees
5
Advisory reps
3

Firm details

Headquarters
Minot, North Dakota
CRD number
107927
Registered since
July 2, 1999
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Viking Fund Management LLC is an institutional registered investment adviser organized as an LLC and SEC-registered since 1999. The firm serves institutional clients and bills advisory fees as a percentage of assets under management. Its principal advisory activity is portfolio management for investment companies. Viking identifies as neither a multi-state adviser nor an active ESG investor and does not act as a pension consultant or a capital allocator. The firm also reports an industry affiliation with a broker-dealer.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • Kevin Flagstad

    Chief Compliance OfficerCRD 4199379

  • Shannon Radke

    Shannon Radke

    CEOCRD 1894150

  • Kraig Klebe

    Chief Financial OfficerCRD 3090758

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Minot, ND

Ward

Location

Minot, ND

Headquartered in Minot, ND, in the Midwest of the United States.

Region
Midwest
County
Ward
Address
1 Main St N
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth