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Building 2PEOPLES BANK

Map pinROCK VALLEY, IA
Phone712-476-2746
NotebookSEC #801-60233
Total AUM
$59.1M
Employees
151
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1230 VALLEY DRIVE
ROCK VALLEY
IA 51247-0158
USA
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
712-476-2746

ReceiptFinancials

Total AUM
$59.1M
Accounts
391
Discretionary
$29.1M
Accounts
105
Non-Discretionary
$29.9M
Accounts
286

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges 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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