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Building 2AMERICASRETIREMENTPLAN.COM

Map pinOVERLAND PARK, KS
Phone913-871-6670
NotebookSEC #801-108471
Total AUM
$272.6K
Employees
1
Clients
8

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9393 W. 110TH STREET
SUITE 500
OVERLAND PARK
KS 66210
United States
Operating Hours
9-5
Monday - Friday
Phone
913-871-6670
Other Offices
1

ReceiptFinancials

Total AUM
$272.6K
Accounts
8
Discretionary
$272.6K
Accounts
8
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
8
AUM
$272.6K

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
KSPRTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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