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Building 2MID-AMERICAN WEALTH ADVISORY GROUP

Map pinKANSAS CITY, MO
Phone816-640-5888
NotebookSEC #801-121111
Total AUM
$335.6M
Employees
21
Clients
959

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7505 NW TIFFANY SPRINGS PARKWAY
4TH FLOOR
KANSAS CITY
MO 64153
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
816-640-5888
Other Offices
2

ReceiptFinancials

Total AUM
$335.6M
Accounts
2,191
Discretionary
$335.6M
Accounts
2,191
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
902
AUM
$243.6M
HNW Individual Clients
46
AUM
$86.4M
Pension/Profit Sharing Plan Clients
10
AUM
$4.5M
Corporation or Business Clients
1
AUM
$1.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZFLKSMONETX

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

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