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Building 2RIEA

Map pinANKENY, IA
Phone515 965 8585
NotebookSEC #801-70968
Total AUM
$45M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
510 SW 3RD STREET
SUITE B
ANKENY
IA 50023
United States
Operating Hours
8:30 AM - 5:30 PM
Monday - Friday
Phone
515 965 8585

ReceiptFinancials

Total AUM
$45M
Accounts
705
Discretionary
$40M
Accounts
600
Non-Discretionary
$5M
Accounts
105

ContactClients

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None reported

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
IAMNNETX

HandshakeAffiliates

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

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