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Building 2SOUND STEWARDSHIP, LLC

Map pinOVERLAND PARK, KS
Phone913-317-6000
NotebookSEC #801-110568
Total AUM
$284.6M
Employees
11
Clients
190

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9101 W. 110TH ST.
SUITE 150
OVERLAND PARK
KS 66210
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
913-317-6000

ReceiptFinancials

Total AUM
$284.6M
Accounts
1,089
Discretionary
$232.9M
Accounts
620
Non-Discretionary
$51.7M
Accounts
469

ContactClients

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Individual Clients
61
AUM
$18.9M
HNW Individual Clients
129
AUM
$265.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
FEES FOR SPEAKING ENGAGEMENTS/SEMINARS

Shield checkCompliance

Disclosures

None reported

State Registrations
IAKSLAMONETX

HandshakeAffiliates

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

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