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Building 2INSIGHT FINANCIAL SERVICES

Map pinOVERLAND PARK, KS
Phone913-402-2020
NotebookSEC #801-70625
Total AUM
$59.6M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7101 COLLEGE BLVD.
SUITE 1501
OVERLAND PARK
KS 66210
United States
Operating Hours
8:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
913-402-2020

ReceiptFinancials

Total AUM
$59.6M
Accounts
537
Discretionary
$59.6M
Accounts
537
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
THIRD PARTY ADVISORY FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
KSLAMONETX

HandshakeAffiliates

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

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