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Building 2COLLABORATIVE PORTFOLIO MANAGEMENT

Map pinOVERLAND PARK, KS
Phone816-471-5556
NotebookSEC #801-131107
Total AUM
$178.7M
Employees
4
Clients
185

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10985 CODY STREET
SUITE 140
OVERLAND PARK
KS 66210
United States
Operating Hours
8AM-5PM
Monday - Friday
Phone
816-471-5556

ReceiptFinancials

Total AUM
$178.7M
Accounts
519
Discretionary
$178.7M
Accounts
519
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
114
AUM
$29.7M
HNW Individual Clients
68
AUM
$122.3M
Pension/Profit Sharing Plan Clients
1
AUM
$9.3M
Charitable Organization Clients
1
AUM
$17.4M
Corporation or Business Clients
1
AUM
$52.2K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAKSMOTX

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

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