1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2PROVIDENCE FINANCIAL ADVISORS, LLC

Map pinOVERLAND PARK, KS
Phone913-323-0535
NotebookSEC #801-127183
Total AUM
$428.1M
Employees
5
Clients
187

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6900 COLLEGE BLVD.,
SUITE 850
OVERLAND PARK
KS 66211
United States
Operating Hours
8:30AM-5:00PM
Monday - Friday
Phone
913-323-0535

ReceiptFinancials

Total AUM
$428.1M
Accounts
559
Discretionary
$426.1M
Accounts
552
Non-Discretionary
$2.1M
Accounts
7

ContactClients

View more in analytics →

Individual Clients
117
AUM
$37.3M
HNW Individual Clients
58
AUM
$147M
Charitable Organization Clients
11
AUM
$216.6M
Investment Advisor Clients
1
AUM
$27.2M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
PROJECT BASIS

Shield checkCompliance

Disclosures

None reported

State Registrations
KSMOTX

HandshakeAffiliates

View all affiliates →

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

Feature requires an account