Adviser Profile
| As of Date | 03/27/2026 |
| Registration | Kansas, Approved, 05/13/2011 |
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| ADV Location | OVERLAND PARK, KS, United States |
| Contact Info | 913 xxxxxxx |
| AUM* | 55,260,884 53% |
| of that, discretionary | 55,260,884 53% |
| Number of Employees | 2 -33% |
| of those in investment advisory functions | 2 -33% |
| Private Fund GAV* | 0 |
| Avg Account Size | 642,568 48% |
| % High Net Worth | 56.72% 65% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
Advisory Activities
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
1
1
1
1
Private Funds
No private funds