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Building 2MOKAN WEALTH MANAGEMENT

Map pinOVERLAND PARK, KS
Phone913-257-3991
NotebookSEC #801-130379
Total AUM
$250.3M
Employees
4
Clients
173

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
14221 METCALF AVE #150
OVERLAND PARK
KS 66223
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
913-257-3991

ReceiptFinancials

Total AUM
$250.3M
Accounts
704
Discretionary
$250.3M
Accounts
704
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
80
AUM
$49.1M
HNW Individual Clients
93
AUM
$201.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Violation Finding
State Registrations
FLKSMONETX

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

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