AUSDAL FINANCIAL PARTNERS, INC.
Davenport, IA
AUM
$3.73B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
168 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +3 more
563-326-2064
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in IA, DAVENPORT
6 advisers found
INVESTMENT CONSULTING GROUP INC
Davenport, IA
AUM
$2.84B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
563-322-2322
WEALTHSPAN PARTNERS, LLC
Davenport, IA
AUM
$451.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(563) 723-7301
QUAD-CITIES INVESTMENT GROUP, LLC
Davenport, IA
AUM
$425.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
0
Fees
Percentage of AUM
563-484-5000
AOT INVEST LLC
Davenport, IA
AUM
$93.9M
Team
1 advisors
Clients
—
Fees
Percentage of AUM; AS SPONSOR, WILL SHARE IN ETF PROFITS AFTER EXPENSES
563-320-1688
MATHESON & ROCK WEALTH MANAGEMENT, LLC
Davenport, IA
AUM
$530.0M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM; % OF PLAN ASSETS
800-682-3937
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