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 an independent, individual-owned registered investment adviser that began SEC registration in 2022. The firm primarily serves individual and family clients and charges fees as a percentage of assets under management. Its advisory work includes portfolio management for individuals and small businesses as well as for businesses or institutions. The firm also operates as an insurance broker. DES Moines Investments does not identify as an active ESG investor and is not a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 3
David Harkin
Owner, Investment Advisor RepresentativeCRD 2369348
Matthew Kimberley
Investment Advisor RepresentativeCRD 2701092
Dillon Kimberley
AssistantCRD 8047362
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
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