Overview
Assets Under Management: $1.3 billion
Headquarters: OVERLAND PARK, KS
High-Net-Worth Clients: 229
Average Client Assets: $3 million
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: 1955199
Last Filing Date: 2025-03-20 14:18:00
Website: https://triunefp.com