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Building 2CORNERSTONE WEALTH ADVISORS, LLC

Map pinOVERLAND PARK, KS
Phone913-381-0280
NotebookSEC #801-69355
Total AUM
$36.8M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6420 WEST 95TH STREET
STE 202
OVERLAND PARK
KS 66212
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
913-381-0280

ReceiptFinancials

Total AUM
$36.8M
Accounts
262
Discretionary
$35.7M
Accounts
259
Non-Discretionary
$1.2M
Accounts
3

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
KSMO

HandshakeAffiliates

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

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