Overview
Assets Under Management: $216 million
Headquarters: CORALVILLE, IA
High-Net-Worth Clients: 64
Average Client Assets: $2 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 64
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 58.20
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 787
Discretionary Accounts: 787
Regulatory Filings
CRD Number: 291648
Last Filing Date: 2025-03-03 00:00:00
Website: https://wealthadvgroup.com