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Building 2DAVID JAMES FINANCIAL

Map pinNORTH LIBERTY, IA
Phone319 535-4525
NotebookSEC #801-123332
Total AUM
$116.1M
Employees
4
Clients
189

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
595 ASHLEY COURT SUITE 2
NORTH LIBERTY
IA 52317
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
319 535-4525

ReceiptFinancials

Total AUM
$116.1M
Accounts
391
Discretionary
$116.1M
Accounts
391
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
142
AUM
$25.6M
HNW Individual Clients
46
AUM
$89.7M
Charitable Organization Clients
1
AUM
$787.4K

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
IAILKYLANETX

HandshakeAffiliates

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

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