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Building 2STORYONE FAMILY OFFICE

Map pinOVERLAND PARK, KS
Phone913-544-0600
NotebookSEC #801-130451
Total AUM
$259.4M
Employees
8
Clients
135

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7501 COLLEGE BLVD
SUITE 120
OVERLAND PARK
KS 66210
United States
Operating Hours
8AM-5PM
Monday - Friday
Phone
913-544-0600

ReceiptFinancials

Total AUM
$259.4M
Accounts
729
Discretionary
$259.4M
Accounts
729
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
81
AUM
$29.1M
HNW Individual Clients
51
AUM
$197.5M
Charitable Organization Clients
3
AUM
$32.8M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
KSMONETX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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