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Building 2MADER & SHANNON WEALTH MANAGEMENT

Map pinKANSAS CITY, MO
Phone816-751-0585
NotebookSEC #801-67482
Total AUM
$269.4M
Employees
10
Clients
376

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4717 GRAND AVE.
STE 800
KANSAS CITY
MO 64112
United States
Operating Hours
8:00 A.M. 5:00 P.M.
Monday - Friday
Phone
816-751-0585
Other Offices
2

ReceiptFinancials

Total AUM
$269.4M
Accounts
863
Discretionary
$269.4M
Accounts
863
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
255
AUM
$61.7M
HNW Individual Clients
84
AUM
$180M
Pension/Profit Sharing Plan Clients
16
AUM
$16.2M
Charitable Organization Clients
1
AUM
$1.1M
Investment Advisor Clients
12
AUM
$7.5M
Corporation or Business Clients
8
AUM
$2.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCOFLILKSLAMONENHNVTX

HandshakeAffiliates

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

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