| As of Date | 03/31/2026 |
| ADV Location | MISSION WOODS, KS, United States |
|
Adviser Type
- Large advisory firm - Related adviser |
|
| Number of Employees | 76 36% |
| of those in investment advisory functions | 33 18% |
| Registration | SEC, Approved, 01/02/2020 |
| AUM* | 1,217,683,795 10% |
| of that, discretionary | 1,217,683,795 10% |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,217,683,795 10% |
| SMA’s | No |
| Private Funds | 0 |
| Contact Info | 816 xxxxxxx |
| Websites |
- Business development companies
- Portfolio management for investment companies
- A percentage of assets under your management
- Performance-based fees
No private funds