Overview
Assets Under Management: $210 million
Headquarters: WEST DES MOINES, IA
High-Net-Worth Clients: 37
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 37
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 27.06
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,056
Discretionary Accounts: 1,056
Regulatory Filings
CRD Number: 307987
Filing ID: 1952733
Last Filing Date: 2025-03-07 10:35:00
Website: https://5talentsfinancial.com