World Trend Financial Planning Services Ltd

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World Trend Financial Planning Services Ltd
CRD #28289
SEC #801-68763
CIK #
AUM $545.6 MM (0% Disc, 100% US, 2020-03-05)
Employees9 (89% Investors, 89% Brokers)
Phone319-364-3041
Address221 Third Avenue Se Suite 215
Cedar Rapids, IA 52401
Source [IAPD] [Website]
Total AUM ($MM)
55044033022011002007201120162021
Comparable Firms State AUM ($BB)
Jackson Wealth Management LLC
FL 0.5
Ipswich Investment Management Company Inc
MA 0.5
Ferrell Wealth Management Inc
FL 0.5
Consilium Wealth Management LLC
CA 0.5
Roberts Peavy & Friedman LLC
TX 0.5
Rodgers Brothers Inc
PA 0.5
Strategic Equity Management Inc
AZ 0.5
Guardcap Asset Management Limited
0.5
All Star Financial Inc
MN 0.5
Independence Square Holdings LLC
PA 0.5
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