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DEWAAY CAPITAL MANAGEMENT, INC.
DEWAAY CAPITAL MANAGEMENT, INC.
DEWAAY CAPITAL MANAGEMENT
WEST DES MOINES, Iowa
·
3 registered advisors
·
CRD# 116214
SEC# 801-61161
515-224-9861
01
Firm Overview
AUM
$38M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SHARE IN THIRD PARTY ADVISORY FEES
03
Specialties
Financial Planning
Investment Management
04
Advisors at DEWAAY CAPITAL MANAGEMENT, INC.
3 registered advisors
Donald Gene Dewaay
WEST DES MOINES, Iowa
CRD# 1297174
Mark Baron Davis
JOHNSTON, Iowa
CRD# 1721458
Reagan Elizabeth Bates
CLIVE, Iowa
CRD# 4851763
05
Office Locations
CLIVE, Iowa
1 advisor
JOHNSTON, Iowa
1 advisor
WEST DES MOINES, Iowa
1 advisor
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Data sourced from SEC Form ADV filings. DEWAAY CAPITAL MANAGEMENT, INC. (CRD# 116214) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.