RIA ADVISORY GROUP, LLC
Total AUM
$568.4M
Employees
25Clients
1,996Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
500 SW 7TH STREET
SUITE 204
DES MOINES
IA 50309
United States
SUITE 204
DES MOINES
IA 50309
United States
Operating Hours
8:30 AM - 4:00 PM
Monday - Friday
Monday - Friday
Phone
(515) 965-8588
Other Offices
12
Financials
Total AUM
$568.4M
Accounts
3,228Discretionary
$561.9M
Accounts
3,062Non-Discretionary
$6.5M
Accounts
166
Clients
Individual Clients
1,867AUM
$316.4M
HNW Individual Clients
101AUM
$241.8M
Pension/Profit Sharing Plan Clients
3AUM
$967.2K
Corporation or Business Clients
25AUM
$9.2M
Services
Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
SRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
AZCOFLIAILKSMNMONCNDNENHSDTXWI
Affiliates
Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.