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Building 2BCWM

Map pinOVERLAND PARK, KS
Phone913-685-2300
NotebookSEC #801-68214
Total AUM
$665.2M
Employees
12
Clients
378

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
14221 METCALF AVE
SUITE 201
OVERLAND PARK
KS 66223
United States
Operating Hours
8 AM TO 5 PM
Monday - Friday
Phone
913-685-2300

ReceiptFinancials

Total AUM
$665.2M
Accounts
378
Discretionary
$665.2M
Accounts
378
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
187
AUM
$66.5M
HNW Individual Clients
191
AUM
$598.7M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPublications
Other Services
GENERAL FAMILY OFFICE SERVICES
Compensation Types
Charges CommissionCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLKSMIMONYOHOKTNTXWA

HandshakeAffiliates

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

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