Overview
Assets Under Management: $373 million
Headquarters: COUNCIL BLUFFS, IA
High-Net-Worth Clients: 107
Average Client Assets: $2.1 million
Frequently Asked Questions
DICKINSON INVESTMENT ADVISORS 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 #115108), DICKINSON INVESTMENT ADVISORS is subject to fiduciary duty under federal law.
DICKINSON INVESTMENT ADVISORS is headquartered in COUNCIL BLUFFS, IA.
DICKINSON INVESTMENT ADVISORS serves 107 high-net-worth clients according to their SEC filing dated February 02, 2024. View client details ↓
According to their SEC Form ADV, DICKINSON INVESTMENT ADVISORS offers financial planning and portfolio management for individuals. View all service details ↓
DICKINSON INVESTMENT ADVISORS manages $373 million in client assets according to their SEC filing dated February 02, 2024.
According to their SEC Form ADV, DICKINSON INVESTMENT ADVISORS serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 107
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 61.17%
Average Client Assets: $2.1 million
Total Client Accounts: 552
Discretionary Accounts: 534
Non-Discretionary Accounts: 18
Regulatory Filings
CRD Number: 115108
Filing ID: 1815089
Last Filing Date: 2024-02-02 10:21:00