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Building 2TRIUNE FINANCIAL PARTNERS, LLC

Map pinOVERLAND PARK, KS
Phone913-825-6100
NotebookSEC #801-70960
Total AUM
$1.5B
Employees
24
Clients
902

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
LIGHTON PLAZA II
7400 COLLEGE BLVD, SUITE 300
OVERLAND PARK
KS 66210
United States
Operating Hours
8 A.M. - 5 P.M.
Monday - Friday
Phone
913-825-6100

ReceiptFinancials

Total AUM
$1.5B
Accounts
2,584
Discretionary
$1.2B
Accounts
2,456
Non-Discretionary
$283.6M
Accounts
128

ContactClients

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Individual Clients
419
AUM
$183.2M
HNW Individual Clients
351
AUM
$1B
Pension/Profit Sharing Plan Clients
128
AUM
$283.6M
Charitable Organization Clients
1
AUM
$542.8K
Corporation or Business Clients
3
AUM
$6.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension ConsultingPublications
Other Services
PRO BONO BUDGET/CASH FLOW/FINANCIAL PLANNING SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLGAIAILINKSLAMIMNMONCNENHNYOHOKPATNTXVAWA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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