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Building 2WATER VALLEY INVESTMENT ADVISORS, INC.

Map pinSIOUX CENTER, IA
Phone7123950764
NotebookSEC #801-121860
Total AUM
$157.2M
Employees
3
Clients
167

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
952 N. MAIN ST
SIOUX CENTER
IA 51250
United States
Operating Hours
8:30-4:30
Monday - Friday
Phone
7123950764
Other Offices
1

ReceiptFinancials

Total AUM
$157.2M
Accounts
167
Discretionary
$157.2M
Accounts
167
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
108
AUM
$30.9M
HNW Individual Clients
44
AUM
$106.8M
Pension/Profit Sharing Plan Clients
3
AUM
$6.7M
Charitable Organization Clients
6
AUM
$9.4M
Corporation or Business Clients
6
AUM
$3.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
IATX

HandshakeAffiliates

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

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