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Building 2THE MUTUAL FUND STORE

Map pinOVERLAND PARK, KS
Phone913-319-8100
NotebookSEC #801-72775
Total AUM
$231.9M
Employees
5
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7301 COLLEGE BLVD
SUITE 220
OVERLAND PARK
KS 66210
United States
Operating Hours
8AM-5PM
Monday - Friday
Phone
913-319-8100

ReceiptFinancials

Total AUM
$231.9M
Accounts
1,966
Discretionary
$231.9M
Accounts
1,966
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLKSLAMSTX

HandshakeAffiliates

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Affiliates
Reported 18 business affiliates.
Claimed Affiliates
Reported as an affiliate by 12 other businesses.

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