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Building 2SJHL FINANCIAL GROUP

Map pinMCPHERSON, KS
Phone620-241-1826
NotebookSEC #801-126251
Total AUM
$174.5M
Employees
11
Clients
385

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
123 SOUTH MAIN ST.
MCPHERSON
KS 67460
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
620-241-1826
Other Offices
6

ReceiptFinancials

Total AUM
$174.5M
Accounts
948
Discretionary
$174.5M
Accounts
948
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
336
AUM
$75.4M
HNW Individual Clients
48
AUM
$99M
Charitable Organization Clients
1
AUM
$142.1K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
KSMONMTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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