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Building 2SVANOE, SVANOE AND ASSOCIATES, LLC

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Phone515-244-5141
NotebookSEC #801-56670
Total AUM
$72.3M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT
BY APPOINTMENT
Phone
515-244-5141

ReceiptFinancials

Total AUM
$72.3M
Accounts
193
Discretionary
$0
Accounts
0
Non-Discretionary
$72.3M
Accounts
193

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
IA

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

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