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Building 2PCG WEALTH MANAGEMENT

Map pinOVERLAND PARK, KS
Phone(913) 323-3112
NotebookSEC #801-112183
Total AUM
$931.1M
Employees
24
Clients
1,959

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5700 W. 112TH STREET,
SUITE 120
OVERLAND PARK
KS 66211
United States
Operating Hours
8:30 - 4:30
Monday - Friday
Phone
(913) 323-3112
Other Offices
6

ReceiptFinancials

Total AUM
$931.1M
Accounts
4,710
Discretionary
$896.1M
Accounts
4,586
Non-Discretionary
$35.1M
Accounts
124

ContactClients

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Individual Clients
1,586
AUM
$409.1M
HNW Individual Clients
233
AUM
$477.1M
Pension/Profit Sharing Plan Clients
124
AUM
$35.1M
Charitable Organization Clients
8
AUM
$2.2M
Corporation or Business Clients
3
AUM
$1.5M
Other Clients
5
AUM
$6.2M
Description of Other Clients
PARTNERSHIPS

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ARAZCACOFLIAILINKSKYMIMONCNENHOKPASCTNTXWAWI

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

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