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Building 2AEGON REAL ASSETS US

Map pinCEDAR RAPIDS, IA
Phone319-355-5408
NotebookSEC #801-110854
Total AUM
$394.5M
Employees
178
Clients
15

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6300 C STREET SW
CEDAR RAPIDS
IA 52499-5338
United States
Operating Hours
8:00 A.M. - 4:30 P.M.
Monday - Friday
Phone
319-355-5408
Other Offices
2

ReceiptFinancials

Total AUM
$394.5M
Accounts
21
Discretionary
$353.1M
Accounts
2
Non-Discretionary
$41.4M
Accounts
19

ContactClients

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Pooled Vehicle Clients
14
AUM
$41.4M
Insurance Company Clients
1
AUM
$353.1M

Briefcase businessServices

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Services Offered
Institutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
REFER TO SCHEDULE D MISC

Shield checkCompliance

Disclosures

None reported

State Registrations
CAIAIL

HandshakeAffiliates

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Affiliates
Reported 11 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.

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