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Adviser Profile

Registration status Registration Changed to MOKAN WEALTH MANAGEMENT INC
As of Date 05/26/2024
Adviser Type
Number of Employees 1
of those in investment advisory functions 1
AUM* 110,359,380
of that, discretionary 110,359,380
Private Fund GAV* 0
Avg Account Size 277,983
% High Net Worth 27.78%
SMA’s No
Private Funds 0
Contact Info 913 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

1 1 1 1
Discretionary
Non-discretionary

Private Funds

No private funds

Employees