| As of Date | 09/03/2026 |
| Registration | SEC, Approved, 04/09/2004 |
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| ADV Location | KANSAS CITY, MO, United States |
| Contact Info | 816 xxxxxxx |
| Websites |
| AUM* | 5,043,339 590% |
| of that, discretionary | 0 |
| Number of Employees | 55 -5% |
| of those in investment advisory functions | 54 -7% |
| Private Fund GAV* | 0 |
| Avg Account Size | 5,043,339 590% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
No private funds