Overview
Assets Under Management: $537 million
Headquarters: OVERLAND PARK, KS
High-Net-Worth Clients: 89
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 89
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 48.79
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 653
Discretionary Accounts: 585
Non-Discretionary Accounts: 68
Regulatory Filings
CRD Number: 134530
Last Filing Date: 2025-01-14 00:00:00
Website: https://steffesfinancial.com