Overview
Assets Under Management: $373 million
Headquarters: COUNCIL BLUFFS, IA
High-Net-Worth Clients: 107
Average Client Assets: $2 million
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