2 East Army Post Rd
Suite 2
Des Moines, Iowa 50315-5821
Tel: 515-777-1149
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.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$377,222,976,882 | 6824 | 1955 | |
$93,913,367,327 | 643 | 645 | |
$88,549,358,554 | 213 | 258 | |
$87,368,733,496 | 448526 | 3312 | |
$16,157,423,229 | 212836 | 383 |
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