CONVERSE TEAM FINANCIAL SERVICES, LLC
At a Glance
| Total AUM | $325.0M |
| Discretionary | $00% of AUM |
| Non-Discretionary | $325.0M |
| Client Accounts | 83 |
| Avg Account Size | $3.9M |
| Employees | 7 |
| Peak AUM | $325.0MJun 2026 |
| AUM CAGR | 0.0% /yrover 1 yrs · 11 filings |
AUM by Client Type
Total AUM
$325M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $325M | — | — | — | — |
| Non-Disc. AUM | $325M | — | — | ||
Key Metrics
| Total AUM | $325.0M |
| Discretionary | $0 |
| Employees | 7 |
| Client Accounts | 83 |
| Client Range | 0 |
Contact & Location
Phone
316-600-4015
Filing History
11 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningAdviser Selection
Growth
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$0
0.0% of AUM
Non-Discretionary
$325M
100.0% of AUM
Discretionary
Non-Discretionary
Headcount Over Time
Total Employees
Advisory Staff
Clients
Clients by Type (Latest)
Client Type Mix Over Time
Pension Plans
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported