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Home > Retirement Planners > iowa > urbandale > INDEPENDENT WEALTH NETWORK, INC.
INDEPENDENT WEALTH NETWORK, INC.
2350 Nw 128th St
Urbandale, Iowa 50323
Tel: 515-461-5123
About INDEPENDENT WEALTH NETWORK, INC.
INDEPENDENT WEALTH NETWORK, INC, formally registered with the SEC as INDEPENDENT WEALTH NETWORK, INC. The firm was established in 06/01/2017. They have over 17 offices throughout the country.
INDEPENDENT WEALTH NETWORK, INC. is a Urbandale, Iowa based Financial Planning firm with nearly $422,577,169 assets under management, offering retirement planning & investment advisory services to 2626 clients. The firm is staffed with 25 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 286262 |
| SEC# | 801-110559 |
| Assets Managed by Firm | $422,577,169 |
| No. of Clients | 2626 |
| No. of Advisors | 25 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2626 | $422,577,169 |
| Individuals (other than high net worth individuals) | 1115 | $168,283,932 |
| High net worth individuals | 238 | $233,443,477 |
| Pension and profit sharing plans | 9 | $18,965,853 |
| Charitable organizations | 1 | $1,465,030 |
| Corporations or other businesses | 2 | $418,877 |
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