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Building 2VAN DIEST CAPITAL

Map pinPOLK CITY, IA
Phone515-620-2085
NotebookSEC #801-135478
Total AUM
$144.1M
Employees
8
Clients
467

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
302 WEST BROADWAY
SUITE 9
POLK CITY
IA 50226
United States
Operating Hours
7:00 AM - 5:00 PM
Monday - Friday
Phone
515-620-2085
Other Offices
2

ReceiptFinancials

Total AUM
$144.1M
Accounts
985
Discretionary
$144.1M
Accounts
985
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
359
AUM
$49.6M
HNW Individual Clients
70
AUM
$90.6M
Pension/Profit Sharing Plan Clients
35
AUM
$3.7M
Corporation or Business Clients
3
AUM
$242.1K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
IALAMNMONETX

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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