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Building 2OFG FINANCIAL SERVICES, INC.

Map pinTOPEKA, KS
Phone785-233-4071
NotebookSEC #801-127727
Total AUM
$271M
Employees
30
Clients
855

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
120 SE 6TH AVENUE
TOWNSITE PLAZA #2, SUITE 105
TOPEKA
KS 66603-3515
United States
Operating Hours
8:30 A.M. - 5:00 P.M.
Monday - Friday
Phone
785-233-4071
Other Offices
4

ReceiptFinancials

Total AUM
$271M
Accounts
850
Discretionary
$0
Accounts
0
Non-Discretionary
$271M
Accounts
850

ContactClients

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Individual Clients
850
AUM
$210M
Corporation or Business Clients
5
AUM
$61M

Briefcase businessServices

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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
TIMING SERVICES PROVIDED BY OTHERS

Shield checkCompliance

Disclosures
SRO Rule Violation
State Registrations
AZKSMOOKTX

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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