Washington Square Securities, Inc. (Des Moines)

Washington Square Securities, Inc. is a large advisory firm based in Des Moines. It manages $127.93 million of regulatory assets for 2,355 client accounts. It has been registered with the SEC as an adviser since 2000 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 48 other states.

Washington Square Securities provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for more than 499 clients. On top of advisory services, the firm doesn't engage in other business activities.

Washington Square Securities: assets under management

The assets under management (AUM) of Washington Square Securities, Inc. is $127.93 million. The company doesn't manage any assets belonging to foreign clients.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Washington Square Securities, Inc. for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Washington Square Securities, Inc.

Wayne Robert Huneke has been acting as President since 1 Oct 1997. John Stephen Simmers joined the executive team most recently as the Director/Executive Vice President.

Direct owners and executive officers

Indirect Owners

Based in Des Moines

The principal office where Washington Square Securities, Inc. performs its advisory services is located at 909 Locust Street, Des Moines, IA 50309, 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 515-698-7376 or by fax 515-698-3376. The normal business hours are 8:00 am - 4:30 pm on Monday - Friday. You can find more information about the New York firm at www.wssinet.com.

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