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Building 2ALLOS INVESTMENT ADVISORS, LLC

Map pinOVERLAND PARK, KS
Phone913-948-7788
NotebookSEC #801-72028
Total AUM
$73.6M
Employees
9
Clients
383

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
12980 FOSTER STREET
SUITE 160
OVERLAND PARK
KS 66213
United States
Operating Hours
8:00AM TO 5:00PM
Monday - Friday
Phone
913-948-7788
Other Offices
3

ReceiptFinancials

Total AUM
$73.6M
Accounts
788
Discretionary
$73.6M
Accounts
788
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
375
AUM
$61.4M
HNW Individual Clients
7
AUM
$12M
Charitable Organization Clients
1
AUM
$224.8K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ARAZCACOGAIDKSMONEORSCTXUTVA

HandshakeAffiliates

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

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