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DAVID JAMES FINANCIAL
595 Ashley Court Suite 2
North Liberty, Iowa 52317
Tel: 319 535-4525
About DAVID JAMES FINANCIAL
DAVID JAMES FINANCIAL, formally registered with the SEC as DAVID JAMES FINANCIAL. The firm was established in 02/25/2022. They have over 1 offices throughout the country.
DAVID JAMES FINANCIAL is a North Liberty, Iowa based Financial Planning firm with nearly $116,123,826 assets under management, offering retirement planning & investment advisory services to 391 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 306301 |
| SEC# | 801-123332 |
| Assets Managed by Firm | $116,123,826 |
| No. of Clients | 391 |
| No. of Advisors | 4 |
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 | 391 | $116,123,826 |
| Individuals (other than high net worth individuals) | 142 | $25,607,119 |
| High net worth individuals | 46 | $89,729,295 |
| Charitable organizations | Fewer than 5 clients | $787,412 |
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