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DES MOINES INVESTMENTS, LLC

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

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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 StatusApproved
Firm CRD#146322
SEC#801-122812
Assets Managed by Firm$170,000,000
No. of Clients1000
No. of Advisors4

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 ClientsAUM
Firm Total1000$170,000,000
Individuals (other than high net worth individuals)450$120,000,000
High net worth individuals50$50,000,000

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