Dewaay Advisory, LLC is a large advisory firm based in Clive. It manages $114.87 million of regulatory assets for 914 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Alabama, Arizona, Arkansas, and 23 other states.
Dewaay Advisory provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, and educational seminars and workshops. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Dewaay Advisory, LLC is $114.87 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 16% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Dewaay Advisory, LLC for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Matthew Gerard Stahr has been acting as President since 1 Jan 2011. Michelle Renee Timm joined the executive team most recently as the Chief Compliance Officer.
The principal office where Dewaay Advisory, LLC performs its advisory services is located at 13001 University Avenue, Clive, IA 50325, which is also the mailing address of the firm. An additional office of the firm is in Frisco, TX. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 515-273-1300 or by fax 515-273-1399. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday.