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Building 2THE MUTUAL FUND STORE

Map pinOVERLAND PARK, KS
Phone913-319-8100
NotebookSEC #801-67900
Total AUM
$863.9K
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7301 COLLEGE BOULEVARD
SUITE 220
OVERLAND PARK
KS 66210
USA
Operating Hours
8AM-5PM
Monday - Friday
Phone
913-319-8100

ReceiptFinancials

Total AUM
$863.9K
Accounts
9
Discretionary
$863.9K
Accounts
9
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLKS

HandshakeAffiliates

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Affiliates
Reported 13 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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