Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > iowa > west des moines > RIVER GLEN WEALTH COUNSELORS
RIVER GLEN WEALTH COUNSELORS
2600 Westown Parkway
Suite 346
West Des Moines, Iowa 50266
Tel: 515-422-9040
About RIVER GLEN WEALTH COUNSELORS
RIVER GLEN WEALTH COUNSELORS, formally registered with the SEC as RIVER GLEN WEALTH COUNSELORS. The firm was established in 09/09/2015. They have over 1 offices throughout the country.
RIVER GLEN WEALTH COUNSELORS is a West Des Moines, Iowa based Financial Planning firm with nearly $241,859,281 assets under management, offering retirement planning & investment advisory services to 586 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 147012 |
| SEC# | 801-106643 |
| Assets Managed by Firm | $241,859,281 |
| No. of Clients | 586 |
| No. of Advisors | 4 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 586 | $241,859,281 |
| Individuals (other than high net worth individuals) | 76 | $25,278,261 |
| High net worth individuals | 66 | $213,764,864 |
| Pension and profit sharing plans | $2,816,156 |
More Retirement Planning firms in West Des Moines, Iowa:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $279,108,496,692 | 13656 | 1925 | |
| $93,670,595,774 | 1522 | 484 | |
| $87,349,594,698 | 210 | 289 | |
| $82,427,818,654 | 461370 | 3352 | |
| $9,416,854,861 | 46075 | 1430 |
Explore More Retirement Advisors in West Des Moines, Iowa