Overview
Assets Under Management: $369 million
Headquarters: OVERLAND PARK, KS
High-Net-Worth Clients: 64
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 64
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.28
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 787
Discretionary Accounts: 697
Non-Discretionary Accounts: 90
Regulatory Filings
CRD Number: 145799
Last Filing Date: 2024-10-31 00:00:00
Website: https://fortuneadv.com