Overview
Assets Under Management: $699 million
Headquarters: WEST DES MOINES, IA
High-Net-Worth Clients: 250
Average Client Assets: $0.5 million
Frequently Asked Questions
INVESTMENT ADVISORS CORP 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 #117531), INVESTMENT ADVISORS CORP is subject to fiduciary duty under federal law.
INVESTMENT ADVISORS CORP is headquartered in WEST DES MOINES, IA.
INVESTMENT ADVISORS CORP serves 250 high-net-worth clients according to their SEC filing dated November 01, 2018. View client details ↓
According to their SEC Form ADV, INVESTMENT ADVISORS CORP offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
INVESTMENT ADVISORS CORP manages $699 million in client assets according to their SEC filing dated November 01, 2018.
According to their SEC Form ADV, INVESTMENT ADVISORS CORP serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 250
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 17.43%
Average Client Assets: $0.5 million
Total Client Accounts: 5,235
Discretionary Accounts: 4,636
Non-Discretionary Accounts: 599
Regulatory Filings
CRD Number: 117531
Filing ID: 1249339
Last Filing Date: 2018-11-01 16:56:00