Overview
Assets Under Management: $457 million
Headquarters: DES MOINES, IA
High-Net-Worth Clients: 95
Average Client Assets: $2 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 95
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 44.64
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 3,009
Discretionary Accounts: 2,935
Non-Discretionary Accounts: 74
Regulatory Filings
CRD Number: 152566
Filing ID: 1984993
Last Filing Date: 2025-08-13 12:20:00
Website: https://riaadvisorygroup.com