Investment adviser · CRD 117531
INVESTMENT ADVISORS CORP
Investment adviser filing (IA)
WEST DES MOINES, IA, United States · Form ADV filed Nov 1, 2018
- Regulatory AUM
- $699M Form ADV · Item 5.F
- Client accounts
- 5,235 Accounts, not individual clients
- Employees
- 112 Reported in this filing
- Advisory professionals
- 98 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 4,500 | $441,781,174 | 63.2% |
| High-net-worth individuals | 250 | $121,783,454 | 17.4% |
| Corporations & businesses | 75 | $68,977,345 | 9.9% |
| Charities | 10 | $66,039,726 | 9.5% |
| Insurance companies | Fewer than 5 | $20,607 | 0.0% |
Filing source
Form ADV 1249339 · Nov 1, 2018 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Nov 1, 2018. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Hourly
Principal office
140 SO. 68TH STREETWEST DES MOINES, IA, 50266, United States
CRD 117531
Filing source
Form ADV 1249339 · Nov 1, 2018 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.