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Building 2CRAFT & SAGE WEALTH

Map pinKANSAS CITY, MO
Phone816-436-9939
NotebookSEC #801-127993
Total AUM
$306.8M
Employees
11
Clients
531

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2500 SUMMIT STREET
#103
KANSAS CITY
MO 64108
United States
Operating Hours
8:30AM-5:00PM
Monday - Friday
Phone
816-436-9939
Other Offices
3

ReceiptFinancials

Total AUM
$306.8M
Accounts
1,408
Discretionary
$306.8M
Accounts
1,408
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
380
AUM
$87.2M
HNW Individual Clients
144
AUM
$203.4M
Pension/Profit Sharing Plan Clients
7
AUM
$16.1M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
ARCAFLKSMONCTX

HandshakeAffiliates

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

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