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RIA ADVISORY GROUP, LLC
CRD 152566 · SEC 801-117837
500 SW 7TH STREET, SUITE 204, DES MOINES, IA, 50309, United States
Phone
(515) 965-8588
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$568.4M
Discretionary AUM
$561.9M
Team
25 total employees; 25 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1867 | $316.4M |
| High net worth individuals | 101 | $241.8M |
| Pension/profit sharing plans | 3 | $967K |
| Corporations/business entities | 25 | $9.2M |
States served
AZ, CO, IL, IA, KS, MN, NE, NC, ND, WI, MO, TX, NH, FL, SD
All web addresses on file
Official SEC filing: View on IAPD