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Building 2DOUGLASS INVESTMENT GROUP

Map pinWICHITA, KS
Phone316-854-8495
NotebookSEC #801-130445
Total AUM
$173.6M
Employees
3
Clients
144

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9412 EAST CENTRAL AVENUE
WICHITA
KS 67206
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
316-854-8495

ReceiptFinancials

Total AUM
$173.6M
Accounts
600
Discretionary
$173.6M
Accounts
600
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
87
AUM
$30M
HNW Individual Clients
55
AUM
$133M
Charitable Organization Clients
1
AUM
$8M
Corporation or Business Clients
1
AUM
$2.6M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
KSMOTX

HandshakeAffiliates

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

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