Overview
Assets Under Management: $330 million
Headquarters: OVERLAND PARK, KS
High-Net-Worth Clients: 3
Average Client Assets: $41 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 3
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 37.16
Average High-Net-Worth Client Assets: $41 million
Total Client Accounts: 1,123
Discretionary Accounts: 1,123
Regulatory Filings
CRD Number: 322617
Filing ID: 1956899
Last Filing Date: 2025-03-12 18:18:00
Website: https://mnwealthadvisors.com