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Building 2THE LIFE GROUP FINANCIAL SERVICES

Map pinDUBUQUE, IA
Phone563-587-7840
NotebookSEC #801-131551
Total AUM
$146.2M
Employees
4
Clients
1,259

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1545 ASSOCIATES DRIVE
SUITE 104
DUBUQUE
IA 52002
United States
Operating Hours
9AM-4PM
Monday - Friday
Phone
563-587-7840
Other Offices
4

ReceiptFinancials

Total AUM
$146.2M
Accounts
1,878
Discretionary
$146.2M
Accounts
1,878
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1,235
AUM
$110.3M
HNW Individual Clients
23
AUM
$35.3M
Charitable Organization Clients
1
AUM
$593.7K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOIAILKSLAMIMNMONETXWI

HandshakeAffiliates

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

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