ACCEL WEALTH MANAGEMENT

Tel: 319-596-1101 301 Oak Ridge Circle Waverly, Iowa 50677

About ACCEL WEALTH MANAGEMENT

ACCEL WEALTH MANAGEMENT is a Waverly, Iowa based financial advisory firm with nearly $973,955,257 in assets under management and provides investment advisory services for 2570 clients. There are currently 20 financial advisors at the firm.

General Information

Firm CRD#:

286201

Firm SEC#:

801-108814

Assets Under Management:

$973,955,257

No. of Clients:

2570

Advisory Services Provided:

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pesnsion consulting services, Selection for other advisors, Publication of periodicals and newsletters, Education seminars/workshops

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