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Building 2TFB ADVISORS, LLC

Map pinOVERLAND PARK, KS
Phone913-648-5526
NotebookSEC #801-126142
Total AUM
$840.2M
Employees
23
Clients
1,355

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4801 WEST 110TH STREET
SUITE 200
OVERLAND PARK
KS 66211
United States
Operating Hours
8AM - 5PM
Monday - Friday
Phone
913-648-5526
Other Offices
6

ReceiptFinancials

Total AUM
$840.2M
Accounts
2,832
Discretionary
$840.2M
Accounts
2,832
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1,156
AUM
$369.3M
HNW Individual Clients
170
AUM
$428.6M
Pension/Profit Sharing Plan Clients
8
AUM
$8.2M
Charitable Organization Clients
4
AUM
$1.4M
Corporation or Business Clients
17
AUM
$32.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Subscription Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
ARAZCACOFLIAILKSLAMDMNMONCNENMNYOHOKTXUTWAWI

HandshakeAffiliates

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

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