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Building 2LUNDQUIST, SCHILTZ AND ASSOCIATES, INC.

Map pinDES MOINES, IA
Phone515-284-1011
NotebookSEC #801-62766
Total AUM
$49M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2600 GRAND AVENUE
SUITE 216
DES MOINES
IA 50312
United States
Operating Hours
8:30 AM - 3:00 PM
Monday - Friday
Phone
515-284-1011

ReceiptFinancials

Total AUM
$49M
Accounts
15
Discretionary
$0
Accounts
0
Non-Discretionary
$49M
Accounts
15

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
IA

HandshakeAffiliates

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

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