DES Moines Investments, LLC
Firm details
- Headquarters
- Des Moines, Iowa
- CRD number
- 146322
- Registered since
- March 3, 2022
- Website
- www.investdsmi.com
- Fee structure
- Percentage of AUM
- Client types
- Individuals59.35%
- HNWI40.65%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
DES Moines Investments, LLC is a privately held limited liability company that registered with the SEC in 2022. The firm serves individual and family clients and charges fees as a percentage of assets under management. Its advisory footprint centers on portfolio management for individuals, small businesses, and institutional/business clients. In addition to investment advisory work, the firm operates an insurance brokerage, which suggests integration of insurance products alongside investment services. The firm is not positioned as an ESG-focused manager, does not identify as a multi-state adviser, and is organized under individual ownership.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities93%
- Cash & Cash Equivalents5%
- Investment Grade Corp Bonds2%
Contacts
3 of 4Dillon Kimberley
AssistantCRD 8047362

David Harkin
Owner, Investment Advisor RepresentativeCRD 2369348
Larry King
CRD 8268371
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Des Moines, IA
Polk
Location
Des Moines, IA
Headquartered in Des Moines, IA, anchoring the Des Moines-Ames-West Des Moines, IA metro in the Midwest.
- Metro area
- Des Moines-Ames-West Des Moines, IA
- Region
- Midwest
- County
- Polk
- Address
- 2 E Army Post Rd
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Peterson Financial Group, Inc.
RIADes Moines, IA
RIA Advisory Group, LLC
RIADes Moines, IA
Altitude Capital Management LLC
RIADes Moines, IA
West Financial Advisors, L.L.C.
RIADes Moines, IA
Longenecker Financial Services
RIADes Moines, IA
Prospective Value Partners LLC
RIADes Moines, IA