DAVID JAMES FINANCIAL of NORTH LIBERTY, IA is an SEC-registered investment adviser (CRD 306301). Regulatory assets under management: $116.1M.
Compensation: % of AUM.
Clients served: High net worth.
| Name | Role | Location |
|---|---|---|
| David Patrick Senkyr | VICE PRESIDENT | — |
| Rebecca Ann Baedke | CHIEF COMPLIANCE OFFICER | — |
| David James Lane | PRESIDENT | — |
| LANE PETER JAMES | PRESIDENT; PRESIDENT & CHIEF COMPLIANCE OFFICER | — |
| BAEDKE REBECCA ANN | CHIEF COMPLIANCE OFFICER | — |
| SENKYR DAVID PATRICK | GENERAL PARTNER; OWNER; VICE PRESIDENT | — |