Overview
Assets Under Management: $369 million
Headquarters: LEAWOOD, KS
High-Net-Worth Clients: 96
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 96
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.13
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 416
Discretionary Accounts: 411
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 128366
Last Filing Date: 2025-02-24 00:00:00
Website: https://etfportfoliopartners.com