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Building 2TOWER WEALTH MANAGERS

Map pinKANSAS CITY, MO
Phone816-859-7520
NotebookSEC #801-68636
Total AUM
$1.9B
Employees
16
Clients
19

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
ONE WARD PARKWAY
KANSAS CITY
MO 64112
United States
Operating Hours
8 A.M. - 5 P.M.
Monday - Friday
Phone
816-859-7520
Other Offices
1

ReceiptFinancials

Total AUM
$1.9B
Accounts
2,126
Discretionary
$1.8B
Accounts
2,108
Non-Discretionary
$58M
Accounts
18

ContactClients

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Individual Clients
16
AUM
$13.1M
Charitable Organization Clients
1
AUM
$49.5M
Insurance Company Clients
1
AUM
$1.2M
Other Clients
1
AUM
$1.8B
Description of Other Clients
AFFILIATED TRUST COMPANY

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MO

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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