AO WEALTH ADVISORY
Urbandale, Iowa
5.0
3 Reviews
AO Wealth Advisory, a small investment advisory firm based out of Urbandale, IA, is dedicated to providing comprehensive financial services to its clients. With over 270 individual clients and a remarkable $121,445,000 in assets under management, AO Wealth Advisory is a trusted partner for individuals and employers alike.
Specializing in employer 401Ks and individual investment management, AO Wealth Advisory boasts extensive experience in this space. An impressive 93% of the assets they manage are discretionary, reflecting their clients' confidence in their expertise and decision-making.
Their compensation structure is flexibl...
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Assets Under Mgmt
$121.45M
Investment Professionals
3
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Educational seminars/workshops
Other Business Activities
Insurance broker or agent
Articles
Articles
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