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Building 2WORLD TREND FINANCIAL PLANNING SERVICES, LTD.

Map pinCEDAR RAPIDS, IA
Phone319-364-3041
NotebookSEC #801-68763
Total AUM
$730.1M
Employees
16
Clients
1,337

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

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HotelBusiness

Principal Address
221 THIRD AVENUE SE
SUITE 215
CEDAR RAPIDS
IA 52401
United States
Operating Hours
8 A.M. TO 5 P.M.
Monday - Friday
Phone
319-364-3041
Other Offices
1

ReceiptFinancials

Total AUM
$730.1M
Accounts
4,062
Discretionary
$15.3M
Accounts
143
Non-Discretionary
$714.8M
Accounts
3,919

ContactClients

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Individual Clients
1,263
AUM
$382.3M
HNW Individual Clients
67
AUM
$334.4M
Charitable Organization Clients
7
AUM
$13.4M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
ARAZCACOCTFLGAIAILKSLAMAMDMIMNMONCNENHNJNYOKORPASDTXUTWI

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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