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Building 2FINANCIAL SECURITY INVESTMENT ADVISORS, INC.

Map pinLEE'S SUMMIT, MO
Phone816-554-3736
NotebookSEC #801-58011
Total AUM
$105.7M
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
211 A NW EXECUTIVE WAY
LEE'S SUMMIT
MO 64063
USA
Operating Hours
8:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
816-554-3736

ReceiptFinancials

Total AUM
$105.7M
Accounts
466
Discretionary
$89.5M
Accounts
372
Non-Discretionary
$16.2M
Accounts
94

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SOLICITOR/REFERRAL FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
ARILKSMOTX

HandshakeAffiliates

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

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