SOUND STEWARDSHIP, LLC
Total AUM
$284.6M
Employees
11Clients
190Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
9101 W. 110TH ST.
SUITE 150
OVERLAND PARK
KS 66210
United States
SUITE 150
OVERLAND PARK
KS 66210
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Monday - Friday
Phone
913-317-6000
Financials
Total AUM
$284.6M
Accounts
1,089Discretionary
$232.9M
Accounts
620Non-Discretionary
$51.7M
Accounts
469
Clients
Individual Clients
61AUM
$18.9M
HNW Individual Clients
129AUM
$265.7M
Services
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
Compliance
Disclosures
None reported
State Registrations
IAKSLAMONETX
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.