Overview
Assets Under Management: $235 million
Headquarters: WEST DES MOINES, IA
High-Net-Worth Clients: 2
Average Client Assets: $58 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 2
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 49.27
Average High-Net-Worth Client Assets: $58 million
Total Client Accounts: 1,061
Discretionary Accounts: 1,061
Regulatory Filings
CRD Number: 322974
Filing ID: 1983197
Last Filing Date: 2025-05-05 12:44:00
Website: https://retirevivid.com