Overview
Assets Under Management: $237 million
Headquarters: OVERLAND PARK, KS
High-Net-Worth Clients: 97
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 97
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.68
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 540
Discretionary Accounts: 540
Regulatory Filings
CRD Number: 324181
Last Filing Date: 2025-02-19 00:00:00
Website: https://lpl.com