DENTIST EXIT PLANNING

DENTIST EXIT PLANNING of WINDSOR HEIGHTS, IA is an SEC-registered investment adviser (CRD 313984). Regulatory assets under management: $6.8M.

Registration

• CRD: 313984
• Type: Registered investment adviser
• Location: 6500 UNIVERSITY AVENUE, WINDSOR HEIGHTS, IA, 50324
• Phone: (515) 423-0671
• Latest filing: 2026-02-18
• Regulatory AUM: $6.8M
• Discretionary AUM: $4.0M
• Non-discretionary AUM: $2.8M
• Clients: 1
• Accounts: 22

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, High net worth, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 313984 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search