| As of Date | 03/13/2026 |
| Registration | SEC, Approved, 04/03/2001 |
| ADV Location | KANSAS CITY, MO, United States |
| Contact Info | 816 xxxxxxx |
| AUM* | 2,535,873,300 -6% |
| of that, discretionary | 2,535,873,300 -6% |
| Number of Employees | 34 -6% |
| of those in investment advisory functions | 34 -6% |
| Private Fund GAV* | 0 |
| Avg Account Size | 281,763,700 -6% |
| SMA’s | No |
| Private Funds | 0 |
- Investment companies
- Portfolio management for investment companies
- A percentage of assets under your management
No private funds