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Building 2FIRST CLASS CAPITAL

Map pinLIBERTY, MO
Phone816-726-5339
NotebookSEC #801-80462
Total AUM
$10M
Employees
1
Clients
50

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
221 N JEFFERSON AVE
LIBERTY
MO 64068
United States
Operating Hours
8-5
Monday - Friday
Phone
816-726-5339
Other Offices
1

ReceiptFinancials

Total AUM
$10M
Accounts
50
Discretionary
$5M
Accounts
30
Non-Discretionary
$5M
Accounts
20

ContactClients

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Individual Clients
40
AUM
$3M
HNW Individual Clients
10
AUM
$7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
MO

HandshakeAffiliates

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

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