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Building 2VW ADVISORS, LLC

Map pinWEST DES MOINES, IA
Phone515 223-6068
NotebookSEC #801-71262
Total AUM
$42.1M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3408 WOODLAND AVE
SUITE 402
WEST DES MOINES
IA 50266
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
515 223-6068

ReceiptFinancials

Total AUM
$42.1M
Accounts
248
Discretionary
$37M
Accounts
245
Non-Discretionary
$5M
Accounts
3

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
IANETX

HandshakeAffiliates

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

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