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Home > Retirement Planners > iowa > des moines > RIA ADVISORY GROUP, LLC
RIA ADVISORY GROUP, LLC
500 Sw 7th Street
Suite 204
Des Moines, Iowa 50309
Tel: 515 965-8588
About RIA ADVISORY GROUP, LLC
RIA ADVISORY GROUP, LLC, formally registered with the SEC as RIA ADVISORY GROUP, LLC. The firm was established in 01/02/2020. They have over 13 offices throughout the country.
RIA ADVISORY GROUP, LLC is a Des Moines, Iowa based Financial Planning firm with nearly $398,868,182 assets under management, offering retirement planning & investment advisory services to 2799 clients. The firm is staffed with 24 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 152566 |
| SEC# | 801-117837 |
| Assets Managed by Firm | $398,868,182 |
| No. of Clients | 2799 |
| No. of Advisors | 24 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2799 | $398,868,182 |
| Individuals (other than high net worth individuals) | 1555 | $241,078,558 |
| High net worth individuals | 71 | $138,505,039 |
| Pension and profit sharing plans | 16 | $8,334,737 |
| Corporations or other businesses | 23 | $10,949,848 |
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