DAVID JAMES FINANCIAL

Tel: 319 535-4525

595 Ashley Court Suite 2
North Liberty, Iowa 52317

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DAVID JAMES FINANCIAL

DAVID JAMES FINANCIAL is a North Liberty, Iowa based financial advisory firm with nearly $116,123,826 in assets under management and provides investment advisory services for 391 clients. There are currently 4 financial advisors at the firm.

General Information

Advisory Services Provided:

Portfolio management for individuals and/or small businesses

Fee Structure:

A percentage of AUM

Firm CRD#:

306301

SEC#:

801-123332

No. of Clients:

391

Assets under Management

$116,123,826

No. of Advisors:

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DAVID JAMES FINANCIAL

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DAVID JAMES FINANCIAL

General Information

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