Great River Asset Management LLC is a large advisory firm based in Burlington. It manages $131.41 million of regulatory assets for 253 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Iowa and Nebraska.
Great River Asset Management provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Great River Asset Management LLC is $131.41 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 267% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Great River Asset Management LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Great River Asset Management LLC performs its advisory services is located at 320 North Third St, Suite 501, Burlington, IA 52601 The mailing address of the firm is 320 North Third St, Suite 501, Burlington, IA 52601. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 319-758-6792 or by fax 314-472-6065. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday.