$25MM AUM | $275 GDC in Overland Park, KS

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
General
Location
Overland Park, KS, US
Profile Type
Buyer | Merge | Continuity | Join A Practice
Fee 0% Commission 100%
AUM
$25.00
Gross Revenue
$275.00
# of Accounts
250
Avg Client Age
60
Overview

We are proactive money managers that believe in utilizing a variety of investment techniques in order to protect, grow and transition wealth regardless of the state of the market and economic cycles. We practice "flexible responsibility" regarding our investment methodologies and believe that theoretical models are good if it makes practical sense. We believe in placing the clients needs above our own and when the client is successful we will be successful as well. Character, Competency, full disclosure and doing the right thing for the client is at the heart of our company values.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...