| As of Date | 09/16/2026 |
| Registration | SEC, Approved, 08/12/2019 |
| ADV Location | OVERLAND PARK, KS, United States |
| Contact Info | 844 xxxxxxx |
| Websites |
| AUM* | 559,187,300 40% |
| of that, discretionary | 239,364,388 52% |
| Number of Employees | 7 40% |
| of those in investment advisory functions | 3 200% |
| Private Fund GAV* | 0 |
| Avg Account Size | 8,472,535 -18% |
| SMA’s | Yes |
| Private Funds | 0 |
- Pension and profit sharing plans
- Financial planning services
- Portfolio management for businesses
- Pension consulting services
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds