Overview
Assets Under Management: $160 million
Headquarters: OVERLAND PARK, KS
High-Net-Worth Clients: 80
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 80
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 78.16
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 608
Discretionary Accounts: 346
Non-Discretionary Accounts: 262
Regulatory Filings
CRD Number: 145800
Last Filing Date: 2025-01-09 00:00:00
Website: https://freestateadvisors.com