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Building 2PHD RETIREMENT CONSULTING

Map pinOVERLAND PARK, KS
Phone844-743-4015
NotebookSEC #801-117154
Total AUM
$506.2M
Employees
5
Clients
66

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7111 W 151ST STREET
SUITE 175
OVERLAND PARK
KS 66223-2231
United States
Operating Hours
8:00AM-5:00PM
Monday - Friday
Phone
844-743-4015

ReceiptFinancials

Total AUM
$506.2M
Accounts
66
Discretionary
$231.2M
Accounts
11
Non-Discretionary
$275M
Accounts
55

ContactClients

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Pension/Profit Sharing Plan Clients
66
AUM
$506.2M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
KS

HandshakeAffiliates

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

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