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Building 2PROSPERITY PLANNING

Map pinNORTH KANSAS CITY, MO
Phone816-587-7526
NotebookSEC #801-113944
Total AUM
$543.2M
Employees
13
Clients
408

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1920 BUCHANAN STREET
NORTH KANSAS CITY
MO 64116
United States
Operating Hours
8:30 - 5:00 PM
Monday - Friday
Phone
816-587-7526

ReceiptFinancials

Total AUM
$543.2M
Accounts
1,432
Discretionary
$533.6M
Accounts
1,424
Non-Discretionary
$9.6M
Accounts
8

ContactClients

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Individual Clients
206
AUM
$78.3M
HNW Individual Clients
177
AUM
$448.8M
Pension/Profit Sharing Plan Clients
1
AUM
$8.9M
Charitable Organization Clients
23
AUM
$6.6M
Corporation or Business Clients
1
AUM
$637.3K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLKSMOTXWA

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

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