| As of Date | 11/18/2025 |
| Registration | SEC, Approved, 01/02/2020 |
| ADV Location | MISSION WOODS, KS, United States |
| Contact Info | 816 xxxxxxx |
| Websites |
| AUM* | 1,363,582,236 23% |
| of that, discretionary | 1,363,582,236 23% |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,363,582,236 23% |
| SMA’s | No |
| Private Funds | 0 |
Number of Employees 71 27%
of those in investment advisory functions 33 18%
- Business development companies
- Portfolio management for investment companies
- A percentage of assets under your management
- Performance-based fees
No private funds