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Building 2PANDI, LLC

Map pinKANSAS CITY, MO
Phone913-437-9900
NotebookSEC #801-131022
Total AUM
$1.4B
Employees
20
Clients
18

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
300 WYANDOTTE STREET
SUITE 301
KANSAS CITY
MO 64105
United States
Operating Hours
8:00AM-5:00PM
Monday - Friday
Phone
913-437-9900

ReceiptFinancials

Total AUM
$1.4B
Accounts
115
Discretionary
$681.4M
Accounts
37
Non-Discretionary
$696.2M
Accounts
78

ContactClients

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HNW Individual Clients
8
AUM
$440.1M
Charitable Organization Clients
1
AUM
$668.3M
Corporation or Business Clients
9
AUM
$269.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
KSMOTX

HandshakeAffiliates

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

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