CEDAR VALLEY WEALTH ADVISORS - Financial Advisor in Iowa, Cedar Falls

Tel: 319-266-6507 411 Viking Road Suite A Cedar Falls, Iowa 50613

About CEDAR VALLEY WEALTH ADVISORS

CEDAR VALLEY WEALTH ADVISORS is a Cedar Falls, Iowa based financial advisory firm with nearly $150,105,472 in assets under management and provides investment advisory services for 298 clients. There are currently 2 financial advisors at the firm.

General Information

Firm CRD#:

115511

Firm SEC#:

801-113740

Assets Under Management:

$150,105,472

No. of Clients:

298

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

Fee Structure:

A percentage of AUM, Hourly charges, Other (INITIAL ADMINISTRATIVE FEE; CONTRIBUTION AND DISTRIBUTION FEE)

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Top Financial Advisory Firms in Iowa, Cedar Falls

FirmCRD#:288763

SEC#:801-111021

No. of Advisors:4

No. of Clients:2528

AUM:$474,460,193

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

DYNAMIC FINANCIAL GROUP

288763

801-111021

2528

$474,460,193

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