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Building 2CURTIS CAPITAL ADVISORS

Map pinOVERLAND PARK, KS
Phone913-344-5443
NotebookSEC #801-132177
Total AUM
$165.5M
Employees
2
Clients
82

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7900 COLLEGE BLVD., SUITE 140
OVERLAND PARK
KS 66210
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
913-344-5443

ReceiptFinancials

Total AUM
$165.5M
Accounts
244
Discretionary
$159M
Accounts
210
Non-Discretionary
$6.5M
Accounts
34

ContactClients

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Individual Clients
62
AUM
$14.5M
HNW Individual Clients
20
AUM
$151M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
KSMOTX

HandshakeAffiliates

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

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