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Building 2FIDUCIARY INVESTMENT TRUSTS, LLC

Map pinOVERLAND PARK, KS
Phone(800) 493-6226
NotebookSEC #801-113621
Total AUM
$2M
Employees
17
Clients
57

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6201 COLLEGE BLVD.
SUITE #150
OVERLAND PARK
KS 66211
United States
Operating Hours
8 AM - 5 PM
Monday - Friday
Phone
(800) 493-6226
Other Offices
4

ReceiptFinancials

Total AUM
$2M
Accounts
53
Discretionary
$2M
Accounts
53
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
53
AUM
$2M
Pooled Vehicle Clients
1
AUM
$0
Pension/Profit Sharing Plan Clients
3
AUM
$0

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
MONTHLY SUBSCRIPTION FEE FOR FINANCIAL PLANNING

Shield checkCompliance

Disclosures

None reported

State Registrations
COKSMANHORPRTX

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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