BASEPOINT WEALTH, LLC
Tel: (319) 826-1898 4144 Golf Street Ne Cedar Rapids, Iowa 52402
About BASEPOINT WEALTH, LLC
BASEPOINT WEALTH, LLC is a Cedar Rapids, Iowa based financial advisory firm with nearly $776,175,833 in assets under management and provides investment advisory services for 3881 clients. There are currently 23 financial advisors at the firm.
General Information
Firm CRD#:
289538
Firm SEC#:
801-111782
Assets Under Management:
$776,175,833
No. of Clients:
3881
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Pesnsion consulting services, Publication of periodicals and newsletters, Education seminars/workshops, Other (TAX & ACCOUNTING)
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