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DICKINSON INVESTMENT ADVISORS
535 W Broadway
Suite 301
Council Bluffs, Iowa 51503-0816
Tel: 712-256-4856
About DICKINSON INVESTMENT ADVISORS
DICKINSON INVESTMENT ADVISORS, formally registered with the SEC as DICKINSON INVESTMENT ADVISORS. The firm was established in 06/30/2015. They have over 1 offices throughout the country.
DICKINSON INVESTMENT ADVISORS is a Council Bluffs, Iowa based Financial Planning firm with nearly $373,343,648 assets under management, offering retirement planning & investment advisory services to 552 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 115108 |
| SEC# | 801-98342 |
| Assets Managed by Firm | $373,343,648 |
| No. of Clients | 552 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 552 | $373,343,648 |
| Individuals (other than high net worth individuals) | 440 | $141,576,582 |
| High net worth individuals | 107 | $228,360,451 |
| Pension and profit sharing plans | 7 | $1,524,332 |
| Corporations or other businesses | 5 | $1,882,283 |
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