Overview
Assets Under Management: $1.3 billion
Headquarters: OVERLAND PARK, KS
High-Net-Worth Clients: 229
Average Client Assets: $3 million
Frequently Asked Questions
TRIUNE FINANCIAL PARTNERS, LLC 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 #152277), TRIUNE FINANCIAL PARTNERS, LLC is subject to fiduciary duty under federal law.
TRIUNE FINANCIAL PARTNERS, LLC is headquartered in OVERLAND PARK, KS.
TRIUNE FINANCIAL PARTNERS, LLC serves 229 high-net-worth clients according to their SEC filing dated November 12, 2025. View client details ↓
According to their SEC Form ADV, TRIUNE FINANCIAL PARTNERS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
TRIUNE FINANCIAL PARTNERS, LLC manages $1.3 billion in client assets according to their SEC filing dated November 12, 2025.
According to their SEC Form ADV, TRIUNE FINANCIAL PARTNERS, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 229
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 55.22
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 960
Discretionary Accounts: 841
Non-Discretionary Accounts: 119
Regulatory Filings
CRD Number: 152277
Filing ID: 2027269
Last Filing Date: 2025-11-12 16:05:03
Website: 0