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Building 2INDEPENDENT WEALTH NETWORK, INC.

Map pinURBANDALE, IA
Phone515-461-5123
NotebookSEC #801-110559
Total AUM
$518.4M
Employees
37
Clients
1,460

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2350 NW 128TH ST
URBANDALE
IA 50323
United States
Operating Hours
8AM - 4PM
Monday - Friday
Phone
515-461-5123
Other Offices
19

ReceiptFinancials

Total AUM
$518.4M
Accounts
2,881
Discretionary
$443M
Accounts
2,749
Non-Discretionary
$75.4M
Accounts
132

ContactClients

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Individual Clients
1,183
AUM
$200M
HNW Individual Clients
262
AUM
$290.7M
Pension/Profit Sharing Plan Clients
10
AUM
$25.3M
Charitable Organization Clients
1
AUM
$1.5M
Corporation or Business Clients
4
AUM
$872.6K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AKARAZCACOFLGAIAILINKSLAMAMDMEMIMNMOMSNCNENHNJNMNVNYOHOKORPATNTXUTVAWAWIWV

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

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