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Investamerica Nw Management, Inc. (Cedar Rapids)


Investamerica Nw Management, Inc. is an adviser based in Cedar Rapids. It manages $10.11 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2005.

Investamerica Nw Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Investamerica Nw Management: assets under management

The assets under management (AUM) of Investamerica Nw Management, Inc. is $10.11 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 375% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $10.11 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $10.11 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Investamerica Nw Management, Inc. for their services and products based on fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Cedar Rapids

The principal office where Investamerica Nw Management, Inc. performs its advisory services is located at 101 2 Nd Street Se, Suite 800, Cedar Rapids, IA 52401, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 319-363-8249 or by fax 319-363-9683. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday.


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