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Building 2FAMILY INVESTMENT CENTER

Map pinSAINT JOSEPH, MO
Phone816-233-4100
NotebookSEC #801-63744
Total AUM
$689.3M
Employees
20
Clients
894

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3805 BECK ROAD
SAINT JOSEPH
MO 64506
United States
Operating Hours
8:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
816-233-4100
Other Offices
2

ReceiptFinancials

Total AUM
$689.3M
Accounts
2,200
Discretionary
$675.4M
Accounts
2,185
Non-Discretionary
$13.9M
Accounts
15

ContactClients

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Individual Clients
608
AUM
$150.8M
HNW Individual Clients
265
AUM
$499.7M
Pension/Profit Sharing Plan Clients
6
AUM
$11M
Charitable Organization Clients
4
AUM
$19.9M
Corporation or Business Clients
11
AUM
$7.9M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALAZCACOFLGAIAINKSLAMONCNENHTXUTVAWI

HandshakeAffiliates

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

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