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Building 2VISIONX WEALTH PARTNERS

Map pinFORT DODGE, IA
Phone515-570-4032
NotebookSEC #801-136433
Total AUM
$110.2M
Employees
2
Clients
231

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1625 5TH AVE SOUTH
FORT DODGE
IA 50501
United States
Operating Hours
9 AM TO 5 PM
Monday - Friday
Phone
515-570-4032

ReceiptFinancials

Total AUM
$110.2M
Accounts
451
Discretionary
$110.2M
Accounts
451
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
201
AUM
$45.9M
HNW Individual Clients
25
AUM
$61.7M
Charitable Organization Clients
1
AUM
$549.7K
Corporation or Business Clients
4
AUM
$2M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
IA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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