Tower Pension Specialists Inc is a large advisory firm based in Cedar Rapids. It manages $78.71 million of regulatory assets for 39 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Iowa.
Tower Pension Specialists provides portfolio management for businesses and institutional clients. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Tower Pension Specialists Inc is $78.71 million. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Tower Pension Specialists Inc for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Barbara Allison Knapp has been acting as President since 1 Jun 1994. Inc. Ragen Mackenzie Group joined the executive team most recently as the Parent Company.
The principal office where Tower Pension Specialists Inc performs its advisory services is located at 200 Second Avenue Se, Cedar Rapids, IA 52401, 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 319-368-2626 or by fax 319-368-2656. The normal business hours are 8-5 monday -thursday, 8-4:30 friday on Monday - Friday. You can find more information about the New York firm at www.scisec.com.