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Building 2INVISOR

Map pinSENECA, KS
Phone785-334-4100
NotebookSEC #801-131874
Total AUM
$198.5M
Employees
4
Clients
265

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
225 MAIN STREET
SUITE 100
SENECA
KS 66538
United States
Operating Hours
BY APPOINTMENT
BY APPOINTMENT
Phone
785-334-4100
Other Offices
1

ReceiptFinancials

Total AUM
$198.5M
Accounts
265
Discretionary
$190.3M
Accounts
249
Non-Discretionary
$8.3M
Accounts
16

ContactClients

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Individual Clients
163
AUM
$24.8M
HNW Individual Clients
59
AUM
$31.2M
Pension/Profit Sharing Plan Clients
39
AUM
$139.3M
Charitable Organization Clients
2
AUM
$2.8M
Corporation or Business Clients
2
AUM
$410.7K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
KSNE

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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