Investamerica L&C Management,Inc. (Cedar Rapids)

Investamerica L&C Management,Inc. is an adviser based in Cedar Rapids. It manages $20.25 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2002.

Investamerica L&C Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Investamerica L&C Management: assets under management

The assets under management (AUM) of Investamerica L&C Management,Inc. is $20.25 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 84% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $20.25 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $20.25 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Investamerica L&C Management,Inc. for their services and products based on fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Investamerica L&C Management,Inc.

David Schroder has been acting as President since 1 Apr 2002. Robert Comey joined the executive team most recently as the Executive Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
David Schroder	President	1 Apr 2002	25% - 50%	2599709
Robert Comey	Executive vice president	1 Apr 2002	25% - 50%	2616618
Kevin Mullane	Senior vice president	1 Apr 2002	25% - 50%	2604164

Based in Cedar Rapids

The principal office where Investamerica L&C Management,Inc. performs its advisory services is located at 101 2 Nd Street Se, Suite 800, Cedar Rapids, IA 52401, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.