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ACCEL WEALTH MANAGEMENT
Tel: 319-596-1101
301 Oak Ridge Circle Waverly, Iowa 50677
ACCEL WEALTH MANAGEMENT
ACCEL WEALTH MANAGEMENT is a Waverly, Iowa based financial advisory firm with nearly $973,955,257 in assets under management and provides investment advisory services for 2570 clients. There are currently 20 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Selection for other advisors , Publication of periodicals and newsletters , Education seminars/workshops
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
286201
SEC#:
801-108814
No. of Clients:
2570
Assets under Management
$973,955,257
No. of Advisors:
20
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