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Building 2ETF PORTFOLIO PARTNERS, INC.

Map pinLEAWOOD, KS
Phone913-851-1100
NotebookSEC #801-80946
Total AUM
$431.1M
Employees
8
Clients
443

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4831 W. 136TH STREET
SUITE 300
LEAWOOD
KS 66224-5922
United States
Operating Hours
8AM - 4:30PM
Monday - Friday
Phone
913-851-1100
Other Offices
1

ReceiptFinancials

Total AUM
$431.1M
Accounts
429
Discretionary
$430.7M
Accounts
425
Non-Discretionary
$399.6K
Accounts
4

ContactClients

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Individual Clients
322
AUM
$98.6M
HNW Individual Clients
107
AUM
$321.7M
Charitable Organization Clients
6
AUM
$3.5M
Corporation or Business Clients
8
AUM
$7.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Misdemeanor Conviction
State Registrations
CAFLKSLAMONCNETX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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