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Building 2STEPP & ROTHWELL INC

Map pinOVERLAND PARK, KS
Phone913-345-4800
NotebookSEC #801-55489
Total AUM
$1.1B
Employees
25
Clients
340

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7300 COLLEGE BOULEVARD
SUITE 100
OVERLAND PARK
KS 66210-2301
United States
Operating Hours
8:00AM-5:00PM
Monday - Friday
Phone
913-345-4800
Other Offices
1

ReceiptFinancials

Total AUM
$1.1B
Accounts
2,283
Discretionary
$954.4M
Accounts
1,943
Non-Discretionary
$100.7M
Accounts
340

ContactClients

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Individual Clients
65
AUM
$26.8M
HNW Individual Clients
274
AUM
$1B
Charitable Organization Clients
1
AUM
$19.7M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLILKSMDMONCNENHNJNYPATXUTVAWA

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

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