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Building 2KAVAR CAPITAL PARTNERS

Map pinLEAWOOD, KS
Phone913-428-3300
NotebookSEC #801-119947
Total AUM
$1.6B
Employees
6
Clients
460

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11460 TOMAHAWK CREEK PARKWAY
SUITE 420
LEAWOOD
KS 66211
United States
Operating Hours
7:30 AM - 5:00 PM
Monday - Friday
Phone
913-428-3300

ReceiptFinancials

Total AUM
$1.6B
Accounts
419
Discretionary
$1.6B
Accounts
417
Non-Discretionary
$1.1M
Accounts
2

ContactClients

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Individual Clients
219
AUM
$83.2M
HNW Individual Clients
230
AUM
$1.2B
Pension/Profit Sharing Plan Clients
8
AUM
$101.5M
Charitable Organization Clients
1
AUM
$16.8M
Insurance Company Clients
1
AUM
$5.2M
Corporation or Business Clients
1
AUM
$160.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
RETIREMENT PLAN CONSULTING; CREDIT AND CASH MANAGEMENT SOLUTIONS; INSURANCE SOLUTIONS
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
RETIREMENT PLAN CONSULTING

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLILKSMAMDMONCNENYPATXVA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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