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Building 2KONZA GLOBAL WEALTH GROUP

Map pinOVERLAND PARK, KS
Phone(913) 318-5980
NotebookSEC #801-130570
Total AUM
$125.2M
Employees
2
Clients
112

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10740 NALL AVE., SUITE 201
OVERLAND PARK
KS 66211
United States
Operating Hours
8:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
(913) 318-5980
Other Offices
1

ReceiptFinancials

Total AUM
$125.2M
Accounts
294
Discretionary
$124.7M
Accounts
293
Non-Discretionary
$462.6K
Accounts
1

ContactClients

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Individual Clients
79
AUM
$24.6M
HNW Individual Clients
33
AUM
$100.6M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ILKSMOTX

HandshakeAffiliates

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

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