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Building 2CENTERPOINT ADVISORY GROUP, LLC

Map pinOVERLAND PARK, KS
Phone913-685-3001
NotebookSEC #801-127085
Total AUM
$276.3M
Employees
7
Clients
276

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7450 WEST 130TH STREET
SUITE 410
OVERLAND PARK
KS 66213
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
913-685-3001

ReceiptFinancials

Total AUM
$276.3M
Accounts
613
Discretionary
$276.3M
Accounts
613
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
177
AUM
$50.1M
HNW Individual Clients
97
AUM
$212.4M
Pension/Profit Sharing Plan Clients
2
AUM
$13.9M

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
KSMONEOKTX

HandshakeAffiliates

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

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