Overview
Assets Under Management: $190 million
Headquarters: DES MOINES, IA
High-Net-Worth Clients: 3
Average Client Assets: $43 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 3
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 68.42
Average High-Net-Worth Client Assets: $43 million
Total Client Accounts: 750
Discretionary Accounts: 750
Regulatory Filings
CRD Number: 146322
Filing ID: 1954318
Last Filing Date: 2025-03-10 16:15:00
Website: https://investdsm.com