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Building 2SONAS FINANCIAL GROUP, INC.

Map pinKANSAS CITY, MO
Phone816-753-2210
NotebookSEC #801-130755
Total AUM
$149.8M
Employees
3
Clients
106

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9229 WARD PARKWAY
SUITE 300
KANSAS CITY
MO 64114
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
816-753-2210

ReceiptFinancials

Total AUM
$149.8M
Accounts
339
Discretionary
$132.7M
Accounts
313
Non-Discretionary
$17M
Accounts
26

ContactClients

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Individual Clients
60
AUM
$31.1M
HNW Individual Clients
45
AUM
$108.4M
Pension/Profit Sharing Plan Clients
1
AUM
$10.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
KSMOTX

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

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