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Building 2WEIS ADVISORY

Map pinCLIVE, IA
Phone(888) 978-2082
NotebookSEC #801-123482
Total AUM
$225.6M
Employees
9
Clients
716

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
16400 SHERIDAN AVENUE
CLIVE
IA 50325
United States
Operating Hours
8-5
Monday - Friday
Phone
(888) 978-2082

ReceiptFinancials

Total AUM
$225.6M
Accounts
781
Discretionary
$213.2M
Accounts
767
Non-Discretionary
$12.4M
Accounts
14

ContactClients

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Individual Clients
585
AUM
$86.3M
HNW Individual Clients
131
AUM
$139.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed 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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