1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2PERSONAL FINANCIAL MANAGEMENT

Map pinCEDAR RAPIDS, IA
Phone319-365-7637
NotebookSEC #801-36085
Total AUM
$25.5M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4217 1ST AVENUE SE
CEDAR RAPIDS
IA 52402
USA
Operating Hours
8:30AM TO 5:00PM
Monday - Friday
Phone
319-365-7637

ReceiptFinancials

Total AUM
$25.5M
Accounts
313
Discretionary
$25.5M
Accounts
313
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementMarket Timing
Compensation Types
Charges CommissionCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
CHARGE FOR COST OF MATERIALS FOR SEMINARS

Shield checkCompliance

Disclosures

None reported

State Registrations
IATX

HandshakeAffiliates

View all affiliates →

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

Feature requires an account