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Building 2COUNTRY CLUB FINANCIAL SERVICES, INC.

Map pinKANSAS CITY, MO
Phone816-751-9334
NotebookSEC #801-61022
Total AUM
$7.5M
Employees
1
Clients
12

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
ONE WARD PARKWAY
KANSAS CITY
MO 64112
United States
Operating Hours
8:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
816-751-9334

ReceiptFinancials

Total AUM
$7.5M
Accounts
14
Discretionary
$0
Accounts
0
Non-Discretionary
$7.5M
Accounts
14

ContactClients

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Individual Clients
5
AUM
$965.4K
HNW Individual Clients
6
AUM
$3.9M
Charitable Organization Clients
1
AUM
$2.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation FindingSRO Rule Violation
State Registrations
KSMO

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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