Overview
Assets Under Management: $382 million
Headquarters: LEAWOOD, KS
High-Net-Worth Clients: 5
Average Client Assets: $31 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles
Clients
Number of High-Net-Worth Clients: 5
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 38.35
Average High-Net-Worth Client Assets: $31 million
Total Client Accounts: 9
Discretionary Accounts: 9
Regulatory Filings
CRD Number: 327580
Last Filing Date: 2024-12-16 00:00:00
Website: https://503capitalpartners.com