Overview
Assets Under Management: $125 million
Headquarters: LENEXA, KS
High-Net-Worth Clients: 261
Average Client Assets: $0.4 million
Frequently Asked Questions
OWLFI is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #311854), OWLFI is subject to fiduciary duty under federal law.
OWLFI is headquartered in LENEXA, KS.
OWLFI serves 261 high-net-worth clients according to their SEC filing dated March 28, 2024. View client details ↓
According to their SEC Form ADV, OWLFI offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
OWLFI manages $125 million in client assets according to their SEC filing dated March 28, 2024.
According to their SEC Form ADV, OWLFI serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 261
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.91%
Average Client Assets: $0.4 million
Total Client Accounts: 749
Discretionary Accounts: 749
Regulatory Filings
CRD Number: 311854
Filing ID: 1810661
Last Filing Date: 2024-03-28 13:55:00