Overview
Assets Under Management: $184 million
Headquarters: URBANDALE, IA
High-Net-Worth Clients: 88
Average Client Assets: $2 million
Frequently Asked Questions
BINNACLE INVESTMENTS, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #313185), BINNACLE INVESTMENTS, INC. is subject to fiduciary duty under federal law.
BINNACLE INVESTMENTS, INC. is headquartered in URBANDALE, IA.
BINNACLE INVESTMENTS, INC. serves 88 high-net-worth clients according to their SEC filing dated December 23, 2024. View client details ↓
According to their SEC Form ADV, BINNACLE INVESTMENTS, INC. offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
BINNACLE INVESTMENTS, INC. manages $184 million in client assets according to their SEC filing dated December 23, 2024.
According to their SEC Form ADV, BINNACLE INVESTMENTS, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 88
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 68.55
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 799
Discretionary Accounts: 799
Regulatory Filings
CRD Number: 313185
Last Filing Date: 2024-12-23 00:00:00
Website: https://wilonwm.com