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WILON WEALTH MANAGEMENT
Tel: 515-225-9500
2400 86th Street Suite 32
Urbandale, Iowa 50322
WILON WEALTH MANAGEMENT
WILON WEALTH MANAGEMENT is a Urbandale, Iowa based financial advisory firm with nearly $183,581,167 in assets under management and provides investment advisory services for 799 clients. There are currently 8 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Selection for other advisors
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
313185
SEC#:
801-120747
No. of Clients:
799
Assets under Management
$183,581,167
No. of Advisors:
8
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