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Value Estimate
Not for sale

Portfolio Management And Investment Advice in Urbandale, Iowa

Independent Wealth Network, Inc

Baton Estimate

$4.2M

Estimate withheld

Est. Revenue

Estimate withheld

Est. Cash Flow

22

Employees

About this business

Independent Wealth Network, Inc. is a SEC-registered investment advisor in Urbandale, Iowa, providing portfolio management, financial planning, and investment advice. The company operates as a network of independent branches that serve as fiduciaries for their clients, offering services including asset allocation, risk management, retirement planning, and estate planning. With around 22 employees, the firm combines independence with access to resources and specialized expertise across its network.

There are 3,100 qualified buyers currently in our network actively seeking businesses like this*

*Current number of buyers on Baton looking for businesses within this location, industry, cashflow and revenue.

How this business ranks

Ranked within its competitive set — the local and regional portfolio management and investment advice businesses it competes with. Rankings are based on Baton's revenue and cash-flow estimates for this business.

Overall rank in its competitive set

#10

of 13 businesses

Across its local and regional competition in portfolio management and investment advice , scored on revenue and reputation.

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