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Building 2BOULDER INVESTMENT GROUP

Map pinOVERLAND PARK, KS
Phone913-944-4600
NotebookSEC #801-110679
Total AUM
$42.7M
Employees
2
Clients
106

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7200 WEST 132ND STREET
SUITE 250
OVERLAND PARK
KS 66213
United States
Operating Hours
8:00-4:00 M-TH, 8:00 - 3:00 F
Monday - Friday
Phone
913-944-4600

ReceiptFinancials

Total AUM
$42.7M
Accounts
106
Discretionary
$42.7M
Accounts
106
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
71
AUM
$10.7M
HNW Individual Clients
34
AUM
$31.7M
Charitable Organization Clients
1
AUM
$350.9K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Violation Finding
State Registrations
AZKSMONETX

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

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