Adviser Profile

As of Date 01/07/2024
Registration status Terminated
ADV Location OVERLAND PARK, KS, United States
Contact Info 816 xxxxxxx
AUM* 8,706,701
of that, discretionary 8,706,701 100%
Number of Employees 5 150%
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 8,706,701
SMA’s No
Private Funds 0

Adviser Type

- An investment adviser (or subadviser) to an investment company

Client Types

- Investment companies

Advisory Activities

- Portfolio management for investment companies

Compensation Arrangments

Reported AUM

9M 7M 6M 5M 4M 2M 1M
2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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