Overview
Assets Under Management: $242 million
Headquarters: WEST DES MOINES, IA
High-Net-Worth Clients: 66
Average Client Assets: $3.2 million
Frequently Asked Questions
RIVER GLEN WEALTH COUNSELORS 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 #147012), RIVER GLEN WEALTH COUNSELORS is subject to fiduciary duty under federal law.
RIVER GLEN WEALTH COUNSELORS is headquartered in WEST DES MOINES, IA.
RIVER GLEN WEALTH COUNSELORS serves 66 high-net-worth clients according to their SEC filing dated January 04, 2024. View client details ↓
According to their SEC Form ADV, RIVER GLEN WEALTH COUNSELORS offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
RIVER GLEN WEALTH COUNSELORS manages $242 million in client assets according to their SEC filing dated January 04, 2024.
According to their SEC Form ADV, RIVER GLEN WEALTH COUNSELORS serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 66
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 88.38%
Average Client Assets: $3.2 million
Total Client Accounts: 586
Discretionary Accounts: 585
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 147012
Filing ID: 1809147
Last Filing Date: 2024-01-04 16:18:00