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Building 2DES MOINES INVESTMENTS, LLC

Map pinDES MOINES, IA
Phone515-777-1149
NotebookSEC #801-122812
Total AUM
$246M
Employees
4
Clients
700

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2 EAST ARMY POST RD
SUITE 2
DES MOINES
IA 50315-5821
United States
Operating Hours
8AM -5 PM
Monday - Friday
Phone
515-777-1149

ReceiptFinancials

Total AUM
$246M
Accounts
1,497
Discretionary
$246M
Accounts
1,497
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
625
AUM
$146M
HNW Individual Clients
75
AUM
$100M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
AZCAFLIAMNMONETX

HandshakeAffiliates

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

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