PANDI, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $1.38B |
| Discretionary | $681.4M49% of AUM |
| Non-Discretionary | $696.2M |
| Client Accounts | 115 |
| Avg Account Size | $12.0M |
| Employees | 20 |
| Peak AUM | $2.04BMar 2025 |
| AUM CAGR |
AUM by Client Type
Total AUM
$1.4B
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.4B | 32.5% | — | — | |
| Discretionary AUM | $681M | ||||
Key Metrics
| Total AUM | $1.38B |
| Discretionary | $681.4M |
| Employees | 20 |
| Client Accounts | 115 |
| Client Range | 11-25 |
Contact & Location
Address
300 WYANDOTTE STREET
KANSAS CITY MO 64105
Phone
913-437-9900
Filing History
9 ADV Part 1 submissions
Fee Structure
HourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Pension ConsultingPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$681M
49.5% of AUM
Non-Discretionary
$696M
50.5% of AUM
Disc. mix ▼ 23.2pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Individuals
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Related Entities (Item 7)
Law Firm