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Building 2DEMARCHE

Map pinOVERLAND PARK, KS
Phone913-981-1345
NotebookSEC #801-68693
Total AUM
$228.4M
Employees
22
Clients
16

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10975 GRANDVIEW DRIVE
SUITE 500
OVERLAND PARK
KS 66210-1564
United States
Operating Hours
8:30 - 5:00 CENTRAL TIME
Monday - Friday
Phone
913-981-1345

ReceiptFinancials

Total AUM
$228.4M
Accounts
16
Discretionary
$228.4M
Accounts
16
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
1
AUM
$7.8M
Pension/Profit Sharing Plan Clients
1
AUM
$6.5M
Charitable Organization Clients
4
AUM
$95.5M
Corporation or Business Clients
10
AUM
$118.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
KS

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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