FENCL ADVISORY SERVICES, LLC

FENCL ADVISORY SERVICES, LLC of CEDAR FALLS, IA is an SEC-registered investment adviser (CRD 115904). Regulatory assets under management: $87.5M.

Registration

• CRD: 115904
• Type: Registered investment adviser
• Location: 1702 STATE STREET, CEDAR FALLS, IA, 50613
• Phone: 319-260-2006
• Latest filing: 2026-01-09
• Regulatory AUM: $87.5M
• Discretionary AUM: $87.5M
• Clients: 3
• Accounts: 340

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 115904 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search