| As of Date | 07/30/2026 |
| Registration | SEC, Approved, 06/18/2007 |
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| ADV Location | OVERLAND PARK, KS, United States |
| Contact Info | 816 xxxxxxx |
| Websites |
| AUM* | 21,561,674,362 |
| of that, discretionary | 1,027,143,576 |
| Number of Employees | 24 -11% |
| of those in investment advisory functions | 24 -11% |
| Private Fund GAV* | 0 |
| Avg Account Size | 280,021,745 |
| SMA’s | Yes |
| Private Funds | 0 |
No private funds