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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