Overview
Assets Under Management: $312 million
Headquarters: WEST DES MOINES, IA
High-Net-Worth Clients: 83
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 83
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 60.65
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 574
Discretionary Accounts: 557
Non-Discretionary Accounts: 17
Regulatory Filings
CRD Number: 146911
Last Filing Date: 2024-10-31 00:00:00
Website: https://valiantwealth.com