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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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|---|---|---|---|
| $377,222,976,882 | 6824 | 1955 | |
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