$246.0M Total AUM
$246.0M Disc. AUM
17.9% 3Y CAGR
4 Employees
1,400 ADV. Clients
18 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · TD Ameritrade
- Clients
- Retail
- Platforms
- Vertex harborWave
- Established Date
- 01-25-2008
- Office Locations
- 2
Office Locations
2 East Army Post RD Suite 2 DES Moines IA
2961 100th ST Suite 3 Urbandale IA
About DES Moines Investments, LLC
Des Moines Investments, LLC is a Des Moines-based RIA led by David Harkin (CFP®, CLU, ChFC) and Sean Kimberley. The team provides 360° financial planning—retirement, tax, estate, and insurance—paired with portfolio management investing in stocks, ETFs, and bonds. Client portfolios are custodied at Charles Schwab, with no front-end fees or surrender charges.
Team overview
-- AVG AGE
$82.0M AVG AUM / ADVISOR
$175.7K AVG AUM / CLIENT
6.1 yrs AVG TENURE
4 Employees
3 Advisory Reps
3 RIA Reps
18yrs Firm Age
Insights
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Asset Classes
Zenith Oak value Zenith ember
Client Personas
Value vital
CRM
Crest wave
Custodian
Optima Beacon matrix Timber ember Signal harbor Signal frontier
Fund Managers
Focus foundation
Investment Themes
North quantum Element
Investment Vehicles
Signal optima Oak prime
Platform
Glacier
Services
Ember Ridge zenith Signal Alpha element Insight Signal timber Matrix Summit north Meridian Wave vector Ember element
Technology
Wave Foundation ridge
Owner & Executives
D
DAVID DANIEL HARKIN
Owner
- CRD
- #2369348
- Ownership
- 75% or more
(312) 546-3085
summit.beacon@focuscapital.com
in linkedin.com/in/peak-oak
M
MATTHEW SEAN KIMBERLEY
Chief Compliance Officer, Investment Advisor Representative
- CRD
- #2701092
- Ownership
- Less than 5%
(484) 913-1413
foundation.pathway@insightcapital.com
in linkedin.com/in/matrix-unison
Showing 2 of 2 owners & executives
Unlock allContacts
D
Dillon T Kimberley
--
- CRD
- #8047362
(791) 586-8316
pioneer.harbor@meridiancapital.com
in linkedin.com/in/radial-foundation
L
Larry Douglas King
--
- CRD
- #8268371
(470) 649-6640
value.legacy@insightcapital.com
in linkedin.com/in/vertex-pioneer
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $246,000,000 | $164,329 |
| Non-Discretionary | $0 | -- |
| Total | $246,000,000 | $164,329 |
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Separately Managed Accounts
Total SMA Asset: $246,000,000
Equity - Exchange:
20.2% Cash:
27.2% Corporate - Investment Grade:
52.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $209,324,143 | 20.2% |
| Cash | $281,862,212 | 27.2% |
| Corporate - Investment Grade | $545,071,777 | 52.6% |
| Total | $1,036,258,132 | 100.0% |