Overview
Assets Under Management: $973 million
Headquarters: OVERLAND PARK, KS
High-Net-Worth Clients: 319
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: 319
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 70.31
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 3,379
Discretionary Accounts: 3,374
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 288644
Filing ID: 1984620
Last Filing Date: 2025-05-12 07:37:00
Website: https://fpgkc.com