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Building 2MOSBY LINCOLN LC

Map pinWICHITA, KS
Phone316-261-5301
NotebookSEC #801-43756
Total AUM
$353.9M
Employees
2
Clients
6

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7309 E. 21ST, SUITE 120
WICHITA
KS 67206-1178
United States
Operating Hours
8AM TO 5PM
Monday - Friday
Phone
316-261-5301

ReceiptFinancials

Total AUM
$353.9M
Accounts
6
Discretionary
$353.9M
Accounts
6
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1
AUM
$8.4M
Pooled Vehicle Clients
5
AUM
$345.5M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
KS

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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