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Building 2RETIRERIGHT CONSULTING GROUP

Map pinWEST DES MOINES, IA
Phone515-868-0309
NotebookSEC #801-116809
Total AUM
$561.1M
Employees
5
Clients
500

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1200 VALLEY WEST DRIVE
SUITE 707
WEST DES MOINES
IA 50266
United States
Operating Hours
9-5
Monday - Friday
Phone
515-868-0309
Other Offices
3

ReceiptFinancials

Total AUM
$561.1M
Accounts
733
Discretionary
$220.7M
Accounts
698
Non-Discretionary
$340.4M
Accounts
35

ContactClients

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Individual Clients
289
AUM
$60M
HNW Individual Clients
166
AUM
$153.3M
Pension/Profit Sharing Plan Clients
38
AUM
$345.4M
Charitable Organization Clients
5
AUM
$2.4M
Corporation or Business Clients
2
AUM
$52.1K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLIALAMIMNNETXWI

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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