Overview
Assets Under Management: $181 million
Headquarters: OVERLAND PARK, KS
High-Net-Worth Clients: 59
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 59
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 91.05
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 84
Discretionary Accounts: 46
Non-Discretionary Accounts: 38
Regulatory Filings
CRD Number: 128161
Last Filing Date: 2025-02-05 00:00:00
Website: https://bfplanning.com