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Building 2PECAUT WEALTH MANAGEMENT

Map pinSIOUX CITY, IA
Phone712-252-3268
NotebookSEC #801-49498
Total AUM
$381.8M
Employees
6
Clients
231

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
401 DOUGLAS ST, STE 415
SIOUX CITY
IA 51101
United States
Operating Hours
8:00AM-4:00PM
Monday - Friday
Phone
712-252-3268
Other Offices
1

ReceiptFinancials

Total AUM
$381.8M
Accounts
554
Discretionary
$365M
Accounts
549
Non-Discretionary
$16.7M
Accounts
5

ContactClients

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Individual Clients
144
AUM
$70.1M
HNW Individual Clients
75
AUM
$296.8M
Charitable Organization Clients
10
AUM
$11.1M
Corporation or Business Clients
2
AUM
$3.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPublications
Other Services
MAKES INVESTMENT RECOMMENDATIONS
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAIAILMNNENYORSDTXWA

HandshakeAffiliates

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

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