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Building 2LSB WEALTH MANAGEMENT

Map pinANKENY, IA
Phone515-327-9922
NotebookSEC #801-124725
Total AUM
$228.8M
Employees
11
Clients
384

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1375 SW STATE STREET
ANKENY
IA 50023
United States
Operating Hours
8-5
Monday - Friday
Phone
515-327-9922
Other Offices
6

ReceiptFinancials

Total AUM
$228.8M
Accounts
573
Discretionary
$228.8M
Accounts
573
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
226
AUM
$37.8M
HNW Individual Clients
157
AUM
$78.7M
Banking Clients
1
AUM
$112.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
SUB-ADVISER SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SUB-ADVISER RELATIONSHIPS

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Disclosures

None reported

State Registrations
IATX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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