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FIVE TALENTS FINANCIAL MANAGEMENT GROUP LLC
WEST DES MOINES, IA
515-223-7487
SEC #801-119235Total AUM
$256M
Employees
5Clients
1,041Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1441 29TH STREET STE 310
WEST DES MOINES
IA 50266
United States
WEST DES MOINES
IA 50266
United States
Operating Hours
8:30- 5:00
Monday - Friday
Monday - Friday
Phone
515-223-7487
Other Offices
1
Financials
Total AUM
$256M
Accounts
1,042Discretionary
$256M
Accounts
1,042Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
992AUM
$166.2M
HNW Individual Clients
47AUM
$89.1M
Charitable Organization Clients
1AUM
$84.2K
Corporation or Business Clients
1AUM
$592.1K
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
QUALLIFIED PLAN ADVICE
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
REFERRAL FEES FROM OTHER ADVISORS
Compliance
Disclosures
None reported
State Registrations
AZCOIAKSMNMONEORTX
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.