R.E. Dickinson Investment Advisors, LLC is a large advisory firm based in Council Bluffs. It manages $191.93 million of regulatory assets for 450 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Iowa, Nebraska, and Texas.
R.E. Dickinson Investment Advisors provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of R.E. Dickinson Investment Advisors, LLC is $191.93 million. The firm's AUM has grown by 289% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay R.E. Dickinson Investment Advisors, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of R.E. Dickinson Investment Advisors is individuals with 391 clients and $101.31 million of assets under management. Among the 12 most similar advisory firms, R.E. Dickinson Investment Advisors has the 2nd highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $191.93 million for 458 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
R.E. Dickinson Investment Advisors doesn't advise any private funds.
The company employs 3 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where R.E. Dickinson Investment Advisors, LLC performs its advisory services is located at 533 South Main Street, Council Bluffs, IA 51503, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 712-256-4856 or by fax 712-328-3139. The normal business hours are 8am - 5pm on Monday - Friday. You can find more information about the New York firm at dickinsoninvestments.com.