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Building 2VSR ADVISORY SERVICES

Map pinOVERLAND PARK, KS
Phone913-498-2900
NotebookSEC #801-61672
Total AUM
$3.1B
Employees
349
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8620 W. 110TH STREET
OVERLAND PARK
KS 66210
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
913-498-2900

ReceiptFinancials

Total AUM
$3.1B
Accounts
16,944
Discretionary
$2.3B
Accounts
11,360
Non-Discretionary
$804.5M
Accounts
5,584

ContactClients

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None reported

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementMarket TimingPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation FindingSRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV

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Affiliates
Reported 27 business affiliates.
Claimed Affiliates
Reported as an affiliate by 4 other businesses.

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