Adviser Profile

As of Date 03/02/2026
Registration SEC, Approved, 04/30/1976
ADV Location OVERLAND PARK, KS, United States
Contact Info [91 xxxxxxx
Websites
AUM* 0
of that, discretionary
Number of Employees 22 -19%
of those in investment advisory functions 16 -24%
Private Fund GAV* 0
SMA’s No
Private Funds 0

Adviser Type

- Pension consultant

Client Types

Advisory Activities

- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops

Compensation Arrangments

- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

23B 20B 16B 13B 10B 7B 3B
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary