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Building 2OWLFI

Map pinLENEXA, KS
Phone913-441-8380
NotebookSEC #801-122910
Total AUM
$125.1M
Employees
17
Clients
459

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8725 ROSEHILL
SUITE 119
LENEXA
KS 66215
United States
Operating Hours
8-5
Monday - Friday
Phone
913-441-8380
Other Offices
4

ReceiptFinancials

Total AUM
$125.1M
Accounts
749
Discretionary
$125.1M
Accounts
749
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
198
AUM
$18.9M
HNW Individual Clients
261
AUM
$106.2M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLKSMONENYOKTXUT

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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