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FENCL ADVISORY SERVICES, LLC
CRD 115904
1702 STATE STREET, CEDAR FALLS, IA, 50613, United States
Phone
319-260-2006
Fax
319-260-2009
Registration
— (—)
Source
State registered
Total AUM
$87.5M
Discretionary AUM
$87.5M
Team
3 total employees; 3 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 102 | $30.5M |
| High net worth individuals | 71 | $57.0M |
Official SEC filing: View on IAPD