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Building 2HEACOCK & JONES FINANCIAL SERVICES, INC.

Map pinDUBUQUE, IA
Phone563-585-1400
NotebookSEC #801-58064
Total AUM
$385.5M
Employees
8
Clients
664

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1545 ASSOCIATES DRIVE, SUITE 102
DUBUQUE
IA 52002
United States
Operating Hours
8:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
563-585-1400
Other Offices
1

ReceiptFinancials

Total AUM
$385.5M
Accounts
669
Discretionary
$384.6M
Accounts
665
Non-Discretionary
$855.6K
Accounts
4

ContactClients

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Individual Clients
513
AUM
$112.7M
HNW Individual Clients
143
AUM
$260.3M
Pension/Profit Sharing Plan Clients
1
AUM
$3.5M
Charitable Organization Clients
1
AUM
$4.3M
Corporation or Business Clients
6
AUM
$4.7M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKAZFLIAILMIMNNETXWI

HandshakeAffiliates

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

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