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Building 2BEYOND WEALTH

Map pinOVERLAND PARK, KS
Phone913-871-7980
NotebookSEC #801-135840
Total AUM
$122.5M
Employees
4
Clients
148

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11225 COLLEGE BLVD
SUITE 115
OVERLAND PARK
KS 66210
United States
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Phone
913-871-7980

ReceiptFinancials

Total AUM
$122.5M
Accounts
491
Discretionary
$122.5M
Accounts
491
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
116
AUM
$61.7M
HNW Individual Clients
31
AUM
$57.1M
Corporation or Business Clients
1
AUM
$3.7M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
KSMOOKTX

HandshakeAffiliates

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

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