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Building 2DICKINSON INVESTMENT ADVISORS

Map pinCOUNCIL BLUFFS, IA
Phone712-256-4856
NotebookSEC #801-98342
Total AUM
$373.3M
Employees
3
Clients
559

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
535 W BROADWAY
SUITE 301
COUNCIL BLUFFS
IA 51503-0816
United States
Operating Hours
8AM - 5PM
Monday - Friday
Phone
712-256-4856

ReceiptFinancials

Total AUM
$373.3M
Accounts
552
Discretionary
$353.4M
Accounts
534
Non-Discretionary
$19.9M
Accounts
18

ContactClients

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Individual Clients
440
AUM
$141.6M
HNW Individual Clients
107
AUM
$228.4M
Pension/Profit Sharing Plan Clients
7
AUM
$1.5M
Corporation or Business Clients
5
AUM
$1.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZFLIANETX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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