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Building 2KUMMER FINANCIAL STRATEGIES, LLC

Map pinOVERLAND PARK, KS
Phone913-904-5700
NotebookSEC #801-112079
Total AUM
$278.9M
Employees
12
Clients
377

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5700 W. 112TH ST
SUITE 500
OVERLAND PARK
KS 66211
United States
Operating Hours
8:00AM TO 5:00PM
Monday - Friday
Phone
913-904-5700
Other Offices
1

ReceiptFinancials

Total AUM
$278.9M
Accounts
948
Discretionary
$278.9M
Accounts
948
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
284
AUM
$124.3M
HNW Individual Clients
92
AUM
$154.1M
Corporation or Business Clients
1
AUM
$568K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLILKSNETX

HandshakeAffiliates

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Affiliates
Reported 22 business affiliates.
Claimed Affiliates
Reported as an affiliate by 10 other businesses.

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