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Building 2ARNOLD AND MOTE WEALTH MANAGEMENT

Map pinHIAWATHA, IA
Phone319-393-4020
NotebookSEC #801-123293
Total AUM
$168.2M
Employees
6
Clients
133

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1202 DINA COURT
SUITE B
HIAWATHA
IA 52233
United States
Operating Hours
8AM-5PM
Monday - Friday
Phone
319-393-4020
Other Offices
1

ReceiptFinancials

Total AUM
$168.2M
Accounts
585
Discretionary
$168.2M
Accounts
585
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
80
AUM
$34.8M
HNW Individual Clients
53
AUM
$133.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
IAILTX

HandshakeAffiliates

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

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