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Building 2TWO WEST CAPITAL ADVISORS LLC

Map pinOVERLAND PARK, KS
Phone913-825-1722
NotebookSEC #801-76551
Total AUM
$3.9B
Employees
15
Clients
650

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10975 BENSON DRIVE
CORPORATE WOODS, BLDG. 12, STE. 560
OVERLAND PARK
KS 66210
United States
Operating Hours
830 - 430
Monday - Friday
Phone
913-825-1722
Other Offices
1

ReceiptFinancials

Total AUM
$3.9B
Accounts
650
Discretionary
$3.7B
Accounts
643
Non-Discretionary
$169.8M
Accounts
7

ContactClients

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Individual Clients
276
AUM
$83M
HNW Individual Clients
90
AUM
$192.1M
Pension/Profit Sharing Plan Clients
284
AUM
$3.6B

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
CAFLIAKSLAMAMONCNYOKPATX

HandshakeAffiliates

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

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