Overview
Assets Under Management: $2.1 billion
Headquarters: OVERLAND PARK, KS
High-Net-Worth Clients: 282
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 282
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 24.82
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 11,317
Discretionary Accounts: 11,270
Non-Discretionary Accounts: 47
Regulatory Filings
CRD Number: 152974
Filing ID: 1954199
Last Filing Date: 2025-03-17 17:27:00
Website: https://c1s.net