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Building 2CEDAR VALLEY WEALTH ADVISORS

Map pinCEDAR FALLS, IA
Phone319-266-6507
NotebookSEC #801-113740
Total AUM
$172.5M
Employees
3
Clients
98

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
411 VIKING ROAD
SUITE A
CEDAR FALLS
IA 50613
United States
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Phone
319-266-6507

ReceiptFinancials

Total AUM
$172.5M
Accounts
293
Discretionary
$172.5M
Accounts
293
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
66
AUM
$62.5M
HNW Individual Clients
26
AUM
$87.1M
Pension/Profit Sharing Plan Clients
5
AUM
$21.7M
Corporation or Business Clients
1
AUM
$1.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
INITIAL ADMINISTRATIVE FEE; CONTRIBUTION AND DISTRIBUTION FEE

Shield checkCompliance

Disclosures

None reported

State Registrations
IA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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