Overview
Assets Under Management: $373 million
Headquarters: COUNCIL BLUFFS, IA
High-Net-Worth Clients: 107
Average Client Assets: $2 million
Frequently Asked Questions
R.E. DICKINSON INVESTMENT ADVISORS, LLC 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), R.E. DICKINSON INVESTMENT ADVISORS, LLC is subject to fiduciary duty under federal law.
R.E. DICKINSON INVESTMENT ADVISORS, LLC is headquartered in COUNCIL BLUFFS, IA.
R.E. DICKINSON INVESTMENT ADVISORS, LLC serves 107 high-net-worth clients according to their SEC filing dated February 02, 2024. View client details ↓
According to their SEC Form ADV, R.E. DICKINSON INVESTMENT ADVISORS, LLC offers financial planning and portfolio management for individuals. View all service details ↓
R.E. DICKINSON INVESTMENT ADVISORS, LLC manages $373 million in client assets according to their SEC filing dated February 02, 2024.
According to their SEC Form ADV, R.E. DICKINSON INVESTMENT ADVISORS, LLC 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 High-Net-Worth Client Assets: $2 million
Total Client Accounts: 552
Discretionary Accounts: 534
Non-Discretionary Accounts: 18
Regulatory Filings
CRD Number: 115108
Last Filing Date: 2024-02-02 00:00:00
Website: https://dickinsoninvestments.com