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Building 2FREESTATE ADVISORS LLC

Map pinOVERLAND PARK, KS
Phone913-890-2065
NotebookSEC #801-106933
Total AUM
$181.8M
Employees
9
Clients
246

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4400 COLLEGE BLVD
SUITE 125
OVERLAND PARK
KS 66211
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
913-890-2065
Other Offices
3

ReceiptFinancials

Total AUM
$181.8M
Accounts
635
Discretionary
$101.2M
Accounts
354
Non-Discretionary
$80.7M
Accounts
281

ContactClients

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Individual Clients
161
AUM
$42.8M
HNW Individual Clients
83
AUM
$137.7M
Charitable Organization Clients
1
AUM
$951.8K
Corporation or Business Clients
1
AUM
$444.4K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZKSMONENHTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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