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Building 2STEFFES FINANCIAL, LTD

Map pinOVERLAND PARK, KS
Phone913-722-1111
NotebookSEC #801-64179
Total AUM
$611.5M
Employees
4
Clients
265

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8655 COLLEGE BLVD
SUITE 101
OVERLAND PARK
KS 66210
United States
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Phone
913-722-1111

ReceiptFinancials

Total AUM
$611.5M
Accounts
652
Discretionary
$354.6M
Accounts
605
Non-Discretionary
$256.9M
Accounts
47

ContactClients

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Individual Clients
126
AUM
$50.9M
HNW Individual Clients
92
AUM
$303.7M
Pension/Profit Sharing Plan Clients
47
AUM
$256.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
KSMONETX

HandshakeAffiliates

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

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