PENN ADVISORY GROUP INC.
Mount Vernon, IA
AUM
$53.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
319-535-0262
Full profileNo website
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in IA
125 advisers found
BALANCED INVESTMENT ADVISORS, LLC
Cedar Rapids,, IA
AUM
$49.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
319-242-6444
Full profileNo website
BUSBEE WEALTH ADVISORS LLC
Cedar Rapids, IA
AUM
$43.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
319-777-0808
Full profileNo website
KINGDOM WEALTH DEVELOPMENT, LLC
West Des Moines, IA
AUM
$9.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
515-451-6670
Full profileNo website
3G CAPITAL LLC
Urbandale, IA
AUM
$4.7M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
515-299-0992
Full profileNo website
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