Assets Under Management
$190.0M
Number of Clients
550
Number of Advisors
3
Average Client AUM
$345K
AUM per Advisor
$63.3M
Compensation
Fee-Only (AUM)
Des Moines Investments (DSMI) provides ongoing portfolio management services based on client goals, risk tolerance, and time horizon. They also offer financial planning services covering insurance, taxes, retirement, and estate planning. DSMI manages accounts on a discretionary basis and uses Charles Schwab as custodian.
2 East Army Post Rd, Suite 2, Des Moines, IA, 50315-5821