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LANE, DAVID, JAMES

$10M+ AUM

SEC Registered

DBA: DAVID JAMES FINANCIAL

NORTH LIBERTY, IA

Total AUM

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Discretionary AUM

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Employees

3

Total Accounts

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Firm Details

Address

595 ASHLEY COURT SUITE 2

NORTH LIBERTY, IA, 52317

Phone

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SEC Filing Information

Last Filing Date

Dec 26, 2023

Signatory

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Title

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Client Range

0

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Data Source: SEC Form ADV filings via Investment Adviser Public Disclosure (IAPD). Data is updated monthly. For the most current information, visit the SEC IAPD website.