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Building 2FINANCIAL AVENUES

Map pin
Phone913-735-7283
NotebookSEC #801-134945
Total AUM
$147.6M
Employees
4
Clients
97

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
913-735-7283
Other Offices
2

ReceiptFinancials

Total AUM
$147.6M
Accounts
409
Discretionary
$147.6M
Accounts
409
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
44
AUM
$18.6M
HNW Individual Clients
50
AUM
$127M
Pension/Profit Sharing Plan Clients
2
AUM
$1.3M
Corporation or Business Clients
1
AUM
$641.2K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
KSMONE

HandshakeAffiliates

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

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