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Building 2FINANCIAL INVESTMENTS RESEARCH & MANAGEMENT LLC

Map pinCORALVILLE, IA
Phone319-339-0314
NotebookSEC #801-61949
Total AUM
$66.2M
Employees
5
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2461 10TH ST. SUITE 6
CORALVILLE
IA 52241
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
319-339-0314

ReceiptFinancials

Total AUM
$66.2M
Accounts
395
Discretionary
$66.2M
Accounts
395
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLIALAMNMONESCTNTXVAWI

HandshakeAffiliates

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

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