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Building 2SYVERSON STREGE

Map pinWEST DES MOINES, IA
Phone515-225-6000
NotebookSEC #801-54959
Total AUM
$910.8M
Employees
15
Clients
530

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4125 WESTOWN PARKWAY
SUITE 104
WEST DES MOINES
IA 50266
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
515-225-6000

ReceiptFinancials

Total AUM
$910.8M
Accounts
1,979
Discretionary
$765.3M
Accounts
1,903
Non-Discretionary
$145.5M
Accounts
76

ContactClients

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Individual Clients
227
AUM
$53.7M
HNW Individual Clients
296
AUM
$816.5M
Pension/Profit Sharing Plan Clients
1
AUM
$2.6M
Charitable Organization Clients
5
AUM
$2.3M
Corporation or Business Clients
1
AUM
$35.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
SELECTION OF OTHER ADVISERS THROUGH THIRD PARTY
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZFLIAILKSLAMNMONETX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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