PANDI, LLC
Total AUM
$1.4B
Employees
20Clients
18Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
300 WYANDOTTE STREET
SUITE 301
KANSAS CITY
MO 64105
United States
SUITE 301
KANSAS CITY
MO 64105
United States
Operating Hours
8:00AM-5:00PM
Monday - Friday
Monday - Friday
Phone
913-437-9900
Financials
Total AUM
$1.4B
Accounts
115Discretionary
$681.4M
Accounts
37Non-Discretionary
$696.2M
Accounts
78
Clients
HNW Individual Clients
8AUM
$440.1M
Charitable Organization Clients
1AUM
$668.3M
Corporation or Business Clients
9AUM
$269.2M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly Fee
Compliance
Disclosures
None reported
State Registrations
KSMOTX
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.