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AIM Advisors

Headquartered in URBANDALE, IA

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Firm Information

AIM Advisors is an investment advisor with 1 licensed investment advisor representative. The firm manages approximately $1,272,217 in assets, primarily for individuals and businesses. AIM Advisors offers financial planning and portfolio management services.

AIM Advisors

$1.27M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

AIM ADVISORS has a total of 1 branch locations across the country.
location

URBANDALE, IA

Advisors at AIM Advisors

View All 2 Advisors
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David Albert Amundson

RA

URBANDALE, IA

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Tara Lynne Amundson

RA

URBANDALE, IA

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Disclosures

There are no public disclosures for AIM Advisors.

Frequently Asked Questions (5)

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