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Building 2DICKINSON INVESTMENT ADVISORS

Map pinCOUNCIL BLUFFS, IA
Phone712-256-4856
NotebookSEC #801-69354
Total AUM
$71.6M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
533 SOUTH MAIN STREET
COUNCIL BLUFFS
IA 51503
United States
Operating Hours
8AM - 5PM
Monday - Friday
Phone
712-256-4856

ReceiptFinancials

Total AUM
$71.6M
Accounts
648
Discretionary
$36.5M
Accounts
279
Non-Discretionary
$35.2M
Accounts
369

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
ANNUAL BASE MANAGEMENT FEES FOR PRIVATE FUNDS

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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