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Building 2SUCCESSFUL RESOURCE MANAGEMENT, LTD.

Map pinURBANDALE, IA
Phone515-279-1400
NotebookSEC #801-57093
Total AUM
$18.1M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7017 HICKMAN ROAD
URBANDALE
IA 50322
United States
Operating Hours
8:00 A.M. - 4:30 P.M.
Monday - Friday
Phone
515-279-1400

ReceiptFinancials

Total AUM
$18.1M
Accounts
340
Discretionary
$18.1M
Accounts
340
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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