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Building 2WEALTH ALLIANCE ADVISORY GROUP, LLC

Map pinWICHITA, KS
Phone316.221.3950
NotebookSEC #801-112023
Total AUM
$978.6M
Employees
6
Clients
982

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10585 E 21ST N
WICHITA
KS 67207
United States
Operating Hours
9:00AM - 6:00PM
Monday - Friday
Phone
316.221.3950

ReceiptFinancials

Total AUM
$978.6M
Accounts
982
Discretionary
$957.1M
Accounts
981
Non-Discretionary
$21.5M
Accounts
1

ContactClients

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Individual Clients
693
AUM
$208.7M
HNW Individual Clients
223
AUM
$545.6M
Pension/Profit Sharing Plan Clients
45
AUM
$156.7M
Charitable Organization Clients
5
AUM
$32.1M
Corporation or Business Clients
16
AUM
$35.5M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLIDILKSMONEOKTXVA

HandshakeAffiliates

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

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