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Home > Retirement Planners > kansas > leawood > 503 CAPITAL PARTNERS, LLC
503 CAPITAL PARTNERS, LLC
4000 W. 114th Street
Suite 260
Leawood, Kansas 66211
Tel: 913-279-0177
About 503 CAPITAL PARTNERS, LLC
503 CAPITAL PARTNERS, LLC, formally registered with the SEC as 503 CAPITAL PARTNERS, LLC. The firm was established in 05/30/2024. They have over 1 offices throughout the country.
503 CAPITAL PARTNERS, LLC is a Leawood, Kansas based Financial Planning firm with nearly $381,953,513 assets under management, offering retirement planning & investment advisory services to 9 clients. The firm is staffed with 14 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 327580 |
| SEC# | 801-130277 |
| Assets Managed by Firm | $381,953,513 |
| No. of Clients | 9 |
| No. of Advisors | 14 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 9 | $381,953,513 |
| High net worth individuals | Fewer than 5 clients | $146,213,718 |
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