DES MOINES INVESTMENTS, LLC

2 East Army Post Rd
Suite 2
Des Moines, Iowa 50315-5821
Tel: 515-777-1149

About DES MOINES INVESTMENTS, LLC

DES MOINES INVESTMENTS, LLC, formally registered with the SEC as DES MOINES INVESTMENTS, LLC. The firm was established in 03/03/2022. They have over 1 offices throughout the country.

DES MOINES INVESTMENTS, LLC is a Des Moines, Iowa based Financial Planning firm with nearly $170,000,000 assets under management, offering retirement planning & investment advisory services to 1000 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	146322
SEC#	801-122812
Assets Managed by Firm	$170,000,000
No. of Clients	1000
No. of Advisors	4

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	1000	$170,000,000
Individuals (other than high net worth individuals)	450	$120,000,000
High net worth individuals	50	$50,000,000

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