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Building 2S&A FINANCIAL SERVICES, INC.

Map pinOVERLAND PARK, KS
Phone913-362-2712
NotebookSEC #801-57170
Total AUM
$392.3M
Employees
7
Clients
1,183

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8655 COLLEGE BLVD., SUITE 100
OVERLAND PARK
KS 66210-1835
United States
Operating Hours
8:30 - 5:00
Monday - Friday
Phone
913-362-2712
Other Offices
1

ReceiptFinancials

Total AUM
$392.3M
Accounts
1,884
Discretionary
$361.1M
Accounts
1,870
Non-Discretionary
$31.2M
Accounts
14

ContactClients

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Individual Clients
1,076
AUM
$186.1M
HNW Individual Clients
84
AUM
$163.3M
Pension/Profit Sharing Plan Clients
14
AUM
$31.2M
Corporation or Business Clients
9
AUM
$11.7M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAGAKSMONENHNJOKTXVAWI

HandshakeAffiliates

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

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