| Total AUM | $1.22B |
| Discretionary | $1.22B100% of AUM |
| Client Accounts | 1 |
| Avg Account Size | $1.22B |
| Employees | 76 |
| Peak AUM | $1.36BMar 2025 |
| AUM CAGR | +10.4% /yrover 6 yrs · 14 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.2B | 10.7% | +6.3% | +13.3% | |
| Discretionary AUM | $1.2B | ||||
| Total AUM | $1.22B |
| Discretionary | $1.22B |
| Employees | 76 |
| Client Accounts | 1 |
Address
1900 SHAWNEE MISSION PARKWAY,
MISSION WOODS KS 66205
Phone
816-994-3200
Filing History
14 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$1.2B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
| 10.7% |
| +6.3% |
| +13.3% |
| Total Accounts | 1 | 0.0% | 0.0% | 0.0% |
| Avg Account Size | $1.2B | 10.7% | +6.3% | +13.3% |
| Employees | 76 | +7.0% | +16.5% | +18.2% |
| AUM / Employee | $16M | 16.6% | 8.8% | 4.1% |