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Building 2ACCEL WEALTH MANAGEMENT

Map pinCEDAR FALLS, IA
Phone319-596-1101
NotebookSEC #801-107963
Total AUM
$273.3M
Employees
5
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
602 MAIN STREET
CEDAR FALLS
IA 50613
United States
Operating Hours
8-5
Monday - Friday
Phone
319-596-1101

ReceiptFinancials

Total AUM
$273.3M
Accounts
377
Discretionary
$271.8M
Accounts
350
Non-Discretionary
$1.6M
Accounts
27

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
IA

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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