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Building 2KANE COMPANY WEALTH MANAGEMENT, INC.

Map pinJOHNSTON, IA
Phone515-270-2727
NotebookSEC #801-117373
Total AUM
$284.7M
Employees
5
Clients
199

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8831 THOMAS AVENUE
SUITE 200
JOHNSTON
IA 50131-8005
United States
Operating Hours
8:00 A.M. - 4:00 P.M. (CST)
Monday - Friday
Phone
515-270-2727

ReceiptFinancials

Total AUM
$284.7M
Accounts
717
Discretionary
$283.5M
Accounts
712
Non-Discretionary
$1.3M
Accounts
5

ContactClients

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Individual Clients
120
AUM
$41.2M
HNW Individual Clients
78
AUM
$241.3M
Charitable Organization Clients
1
AUM
$2.3M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CAIAMNNETX

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

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