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Building 2AFFINITY FINANCIAL ADVISORS

Map pinLAWRENCE, KS
Phone785-841-4664
NotebookSEC #801-62611
Total AUM
$466.3M
Employees
22
Clients
1,148

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3705 CLINTON PARKWAY
SUITE 200
LAWRENCE
KS 66047-3051
United States
Operating Hours
8:00AM TO 5:00PM
Monday - Friday
Phone
785-841-4664
Other Offices
5

ReceiptFinancials

Total AUM
$466.3M
Accounts
2,278
Discretionary
$466.3M
Accounts
2,278
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
930
AUM
$145.1M
HNW Individual Clients
210
AUM
$292.9M
Pension/Profit Sharing Plan Clients
4
AUM
$5.5M
Charitable Organization Clients
1
AUM
$25.2K
Corporation or Business Clients
3
AUM
$22.8M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLILKSLAMONCNENYOHOKPATXWI

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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