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Donald Gene Dewaay

DEWAAY CAPITAL MANAGEMENT, INC.·WEST DES MOINES, Iowa
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1355 50TH STREET, WEST DES MOINES, IA 50266-1619CRD# 1297174Firm CRD# 116214
01

About

Donald Gene Dewaay is a registered financial advisor based in WEST DES MOINES, Iowa, affiliated with DEWAAY CAPITAL MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
DEWAAY CAPITAL MANAGEMENT, INC.
DEWAAY CAPITAL MANAGEMENT
AUM
$38M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at DEWAAY CAPITAL MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SHARE IN THIRD PARTY ADVISORY FEES
Regulatory
SEC/IARD CRD# 1297174
Firm CRD# 116214
3 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Donald Gene Dewaay offer?
Donald Gene Dewaay specializes in Financial Planning, Investment Management. Contact their office in WEST DES MOINES, Iowa for a consultation.
What are Donald Gene Dewaay's credentials?
Donald Gene Dewaay is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Donald Gene Dewaay located?
Donald Gene Dewaay is based in WEST DES MOINES, Iowa, working with DEWAAY CAPITAL MANAGEMENT, INC.. Their office serves clients in the WEST DES MOINES metropolitan area and surrounding communities.
How does Donald Gene Dewaay charge for services?
Donald Gene Dewaay's firm is compensated through percentage of aum, hourly charges, subscription fees, other: share in third party advisory fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DEWAAY CAPITAL MANAGEMENT, INC.?
DEWAAY CAPITAL MANAGEMENT, INC. has approximately 2 employees and manages $38M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in WEST DES MOINES
James William Thompson — THOMPSON CAPITAL MANAGEMENT, LLCBrian Fitzgerald Boyle — BOYLE CAPITAL MANAGEMENT, L.L.C.Gerald Ray Foster — FOSTER GROUP, INC.Mark Alan Stadtlander — FOSTER GROUP, INC.David Wayne Miles — MANCHESTERSTORY FUND MANAGEMENT, LP
Nearby cities in Iowa
DES MOINES (164)CEDAR RAPIDS (109)DUBUQUE (61)DAVENPORT (35)FAIRFIELD (31)
City Guides
DES MOINES GuideCEDAR RAPIDS GuideDUBUQUE GuideDAVENPORT GuideFAIRFIELD Guide
Research
Advisor Fees in IowaNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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