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Building 2RIVER GLEN WEALTH COUNSELORS

Map pinWEST DES MOINES, IA
Phone515-422-9040
NotebookSEC #801-69341
Total AUM
$60.1M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2600 WESTOWN PARKWAY
SUITE 346
WEST DES MOINES
IA 50266
United States
Operating Hours
8:00 A.M. - 6:00 P.M.
Monday - Friday
Phone
515-422-9040

ReceiptFinancials

Total AUM
$60.1M
Accounts
387
Discretionary
$50.9M
Accounts
374
Non-Discretionary
$9.2M
Accounts
13

ContactClients

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None reported

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
IA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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