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Building 2PLAN2THRIVE FINANCIAL

Map pinELDRIDGE, IA
Phone563-323-5790
NotebookSEC #801-132052
Total AUM
$147.5M
Employees
4
Clients
245

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
220 W DAVENPORT ST
ELDRIDGE
IA 52748
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
563-323-5790

ReceiptFinancials

Total AUM
$147.5M
Accounts
766
Discretionary
$136.3M
Accounts
763
Non-Discretionary
$11.2M
Accounts
3

ContactClients

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Individual Clients
197
AUM
$56.4M
HNW Individual Clients
25
AUM
$72.2M
Pension/Profit Sharing Plan Clients
3
AUM
$11.2M
Charitable Organization Clients
20
AUM
$7.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
IAILNETX

HandshakeAffiliates

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

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