| As of Date | 08/26/2026 |
| Registration | SEC, Approved, 02/13/2026 |
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| ADV Location | LEAWOOD, KS, United States |
| Contact Info | 913 xxxxxxx |
| Websites |
| AUM* | 554,260,000 |
| of that, discretionary | 554,260,000 |
| Number of Employees | 12 |
| of those in investment advisory functions | 9 |
| Private Fund GAV* | 0 |
| Avg Account Size | 369,507 |
| SMA’s | No |
| Private Funds | 0 |
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds