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Building 2MIDWEST HERITAGE FINANCIAL ADVISORS

Map pinWEST DES MOINES, IA
Phone515-246-8378
NotebookSEC #801-119038
Total AUM
$398.7M
Employees
6
Clients
334

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3580 EP TRUE PARKWAY
WEST DES MOINES
IA 50265
United States
Operating Hours
8-5
Monday - Friday
Phone
515-246-8378
Other Offices
2

ReceiptFinancials

Total AUM
$398.7M
Accounts
647
Discretionary
$398.7M
Accounts
647
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
219
AUM
$65.7M
HNW Individual Clients
115
AUM
$333M

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
AZFLIAILKSMONESDTX

HandshakeAffiliates

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

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