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Building 2FIRSTPOINT FINANCIAL, LLC

Map pinLEAWOOD, KS
Phone913-647-9700
NotebookSEC #801-78521
Total AUM
$36.4M
Employees
22
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4200 WEST 115TH STREET
SUITE 100
LEAWOOD
KS 66211
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
913-647-9700

ReceiptFinancials

Total AUM
$36.4M
Accounts
389
Discretionary
$36.4M
Accounts
389
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 ManagementPublications
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAKSMONENJOKTX

HandshakeAffiliates

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Affiliates
Reported 25 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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