1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2SEARCY FINANCIAL SERVICES, INC.

Map pinOVERLAND PARK, KS
Phone913-814-3800
NotebookSEC #801-16377
Total AUM
$514M
Employees
9
Clients
195

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
12980 FOSTER STREET
SUITE 160
OVERLAND PARK
KS 66213-2703
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
913-814-3800
Other Offices
3

ReceiptFinancials

Total AUM
$514M
Accounts
1,874
Discretionary
$514M
Accounts
1,874
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
81
AUM
$53.4M
HNW Individual Clients
104
AUM
$363.4M
Pension/Profit Sharing Plan Clients
8
AUM
$23.1M
Charitable Organization Clients
1
AUM
$418.7K
Investment Advisor Clients
1
AUM
$73.6M

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
ARAZFLIDKSMOORSCTNTXUT

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

Feature requires an account