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Building 2NATIONS FINANCIAL GROUP, INC.

Map pinCEDAR RAPIDS, IA
Phone319-393-9541
NotebookSEC #801-57407
Total AUM
$4.8B
Employees
94
Clients
5,569

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3925 FOUNTAINS BLVD NE
SUITE 200
CEDAR RAPIDS
IA 52411
United States
Operating Hours
7:30 TO 4:30
Monday - Friday
Phone
319-393-9541
Other Offices
39

ReceiptFinancials

Total AUM
$4.8B
Accounts
10,535
Discretionary
$3.7B
Accounts
8,041
Non-Discretionary
$1.1B
Accounts
2,494

ContactClients

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Individual Clients
3,900
AUM
$1.2B
HNW Individual Clients
1,625
AUM
$3.4B
Pension/Profit Sharing Plan Clients
14
AUM
$32.8M
Charitable Organization Clients
16
AUM
$26M
Corporation or Business Clients
14
AUM
$113.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALARAZCACOCTDCDEFLGAIAIDILINKSKYLAMAMDMIMNMOMSMTNCNENHNJNMNVNYOHOKORPASCSDTNTXUTVAWAWI

HandshakeAffiliates

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

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