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Building 2RIA ADVISORY GROUP, LLC

Map pinDES MOINES, IA
Phone(515) 965-8588
NotebookSEC #801-117837
Total AUM
$568.4M
Employees
25
Clients
1,996

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
500 SW 7TH STREET
SUITE 204
DES MOINES
IA 50309
United States
Operating Hours
8:30 AM - 4:00 PM
Monday - Friday
Phone
(515) 965-8588
Other Offices
12

ReceiptFinancials

Total AUM
$568.4M
Accounts
3,228
Discretionary
$561.9M
Accounts
3,062
Non-Discretionary
$6.5M
Accounts
166

ContactClients

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Individual Clients
1,867
AUM
$316.4M
HNW Individual Clients
101
AUM
$241.8M
Pension/Profit Sharing Plan Clients
3
AUM
$967.2K
Corporation or Business Clients
25
AUM
$9.2M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
SRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
AZCOFLIAILKSMNMONCNDNENHSDTXWI

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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