Wealth Advisors Group LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
Portfolios
Track firms over time with portfolios. Click on the
to add to a portfolio.
List of Funds
Asset Managers in Boston
PE Firms in Boston
Hedge Funds in Boston
CalPERS Portfolio
NYSCRF Portfolio
MD SRPS Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
CAFR Data
Wealth Advisors Group LLC
CRD #291648
SEC #801-112281
CIK #
AUM $191.6 MM (100% Disc, 100% US)
Employees2 (100% Investors, 100% Brokers)
Phone319-626-3587
Address2771 Oakdale Boulevard,
Coralville, IA 52241
Source [IAPD]
Total AUM ($MM)
195156117783902010201320172021
Sector Holding Cap ($MM) Value ($MM)
AAPL843,560.012.2
EFA11.2
GOOGL819,810.08.5
AMZN820,610.07.6
IJH7.1
CSCO228,550.06.8
VWO5.3
VZ237,920.05.0
PNC58,320.04.6
IEFA4.4
View All
Holdings by Sector ($)
0.30.20.20.10.10.02014201620182020
Comparable Firms State AUM ($BB)
Turnberry Financial Services of California Inc
CA 0.2
Torrey Growth & Income Advisors LLC
CA 0.2
Rail-Splitter Capital Management LLC
IL 0.2
Garland Capital Management Inc
WA 0.2
Perennial Advisors Group LLC
MA 0.2
Mutual Fund Management Co
MI 0.2
Truehand Inc
NH 0.2
RPM Capital Management LLC
NY 0.2
Charter Research & Investment Group Inc
CT 0.2
Mendel Capital Management Inc
AR 0.2
Terms of Service | Privacy Policy | User Guide
tony@aum13f.com