Overview
Assets Under Management: $544 million
Headquarters: OVERLAND PARK, KS
High-Net-Worth Clients: 51
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 51
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 23.44
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 525
Discretionary Accounts: 509
Non-Discretionary Accounts: 16
Regulatory Filings
CRD Number: 124839
Last Filing Date: 2025-03-03 00:00:00
Website: https://pfa-llc.com