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Building 2AO WEALTH ADVISORY

Map pinURBANDALE, IA
Phone515-224-7849
NotebookSEC #801-120730
Total AUM
$213.2M
Employees
7
Clients
311

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2570 106TH STREET, SUITE A
URBANDALE
IA 50322
United States
Operating Hours
9-4:30
Monday - Friday
Phone
515-224-7849

ReceiptFinancials

Total AUM
$213.2M
Accounts
1,124
Discretionary
$200.9M
Accounts
1,121
Non-Discretionary
$12.3M
Accounts
3

ContactClients

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Individual Clients
238
AUM
$78.5M
HNW Individual Clients
60
AUM
$119.7M
Pension/Profit Sharing Plan Clients
13
AUM
$14.9M

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
IATX

HandshakeAffiliates

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

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