| Total AUM | $9.2M |
| Discretionary | $00% of AUM |
| Non-Discretionary | $9.2M |
| Client Accounts | 1 |
| Avg Account Size | $9.2M |
| Employees | 207 |
| Peak AUM | $12.7MMar 2022 |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $9M | +6.8% | 5.3% | 5.1% | |
| Non-Disc. AUM | $9M | ||||
| Total AUM | $9.2M |
| Discretionary | $0 |
| Employees | 207 |
| Client Accounts | 1 |
| Client Range | 26-50 |
Address
5400 UNIVERSITY AVENUE
WEST DES MOINES IA 50266
Phone
515-225-5400
Filing History
39 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$0
0.0% of AUM
Non-Discretionary
$9M
100.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Total AUM
$9M
| +6.8% |
| 5.3% |
| 5.1% |
| Total Accounts | 1 | 0.0% | 0.0% | 0.0% |
| Avg Account Size | $9M | +6.8% | 5.3% | 5.1% |
| Employees | 207 | +16.9% | +7.0% | +6.1% |
| AUM / Employee | $44,642.188 | 8.7% | 11.5% | 10.6% |
Client AUM Segments | |||||
| Wealth AUM | $9M | +6.8% | 5.3% | 5.1% | |