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Building 2WEST FINANCIAL ADVISORS, L.L.C.

Map pinDES MOINES, IA
Phone515-284-1011
NotebookSEC #801-109976
Total AUM
$674.2M
Employees
8
Clients
306

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
111 EAST GRAND, SUITE 412
DES MOINES
IA 50309
United States
Operating Hours
8:00 A.M. TO 4:00 P.M.
Monday - Friday
Phone
515-284-1011
Other Offices
1

ReceiptFinancials

Total AUM
$674.2M
Accounts
1,677
Discretionary
$646.5M
Accounts
1,670
Non-Discretionary
$27.7M
Accounts
7

ContactClients

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Individual Clients
138
AUM
$67.8M
HNW Individual Clients
167
AUM
$579.4M
Pension/Profit Sharing Plan Clients
1
AUM
$27M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLIAILMNTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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