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Building 2THE PLANNED APPROACH

Map pinKANSAS CITY, MO
Phone816-941-0098
NotebookSEC #801-118945
Total AUM
$265.8M
Employees
4
Clients
123

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
420 W. 98TH STREET
KANSAS CITY
MO 64114
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
816-941-0098

ReceiptFinancials

Total AUM
$265.8M
Accounts
497
Discretionary
$265.8M
Accounts
497
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
29
AUM
$13.6M
HNW Individual Clients
94
AUM
$252.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
KSMONETX

HandshakeAffiliates

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

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