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Home > Retirement Planners > iowa > cedar rapids > NATIONS FINANCIAL GROUP, INC.
NATIONS FINANCIAL GROUP, INC.
3925 Fountains Blvd Ne
Suite 200
Cedar Rapids, Iowa 52411
Tel: 319-393-9541
About NATIONS FINANCIAL GROUP, INC.
NATIONS FINANCIAL GROUP, INC, formally registered with the SEC as NATIONS FINANCIAL GROUP, INC. The firm was established in 05/03/2000. They have over 41 offices throughout the country.
NATIONS FINANCIAL GROUP, INC. is a Cedar Rapids, Iowa based Financial Planning firm with nearly $3,011,458,350 assets under management, offering retirement planning & investment advisory services to 9788 clients. The firm is staffed with 85 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 44181 |
| SEC# | 801-57407 |
| Assets Managed by Firm | $3,011,458,350 |
| No. of Clients | 9788 |
| No. of Advisors | 85 |
Fee Structure
- A Percentage of AUM
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 9788 | $3,011,458,350 |
| Individuals (other than high net worth individuals) | 4257 | $1,297,151,638 |
| High net worth individuals | 1001 | $1,544,619,074 |
| Pension and profit sharing plans | 6 | $19,405,605 |
| Charitable organizations | 20 | $28,057,326 |
| Corporations or other businesses | 28 | $122,224,707 |
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|---|---|---|---|
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