Overview
Assets Under Management: $477 million
Headquarters: LEE'S SUMMIT, MO
High-Net-Worth Clients: 4
Average Client Assets: $71 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 4
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 59.61
Average High-Net-Worth Client Assets: $71 million
Total Client Accounts: 1,057
Discretionary Accounts: 1,057
Regulatory Filings
CRD Number: 113917
Filing ID: 1988555
Last Filing Date: 2025-05-09 08:42:00
Website: https://cimadvisors.com