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Laine Larry Donald (Cedar Rapids)


Laine Larry Donald is a large advisory firm based in Cedar Rapids. It manages $25.51 million of regulatory assets for 313 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Iowa and Texas.

Laine Larry Donald provides financial planning services, portfolio management for individuals and small businesses, and market timing services. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Laine Larry Donald: assets under management

The assets under management (AUM) of Laine Larry Donald is $25.51 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -33% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $25.51 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $81.5 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Laine Larry Donald for their services and products based on a percentage of assets under management, hourly charges, and commissions. 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.

Based in Cedar Rapids

The principal office where Laine Larry Donald performs its advisory services is located at 4217 1 St Avenue Se, Cedar Rapids, IA 52402, 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 319-365-7637 or by fax 319-365-7720. The normal business hours are 8:30am to 5:00pm on Monday - Friday.


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