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LOGIA PORTFOLIO MANAGEMENT

15100 Rosewood Street
Leawood, Kansas 66224
Tel: 844-882-0193

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About LOGIA PORTFOLIO MANAGEMENT

LOGIA PORTFOLIO MANAGEMENT, formally registered with the SEC as LOGIA PORTFOLIO MANAGEMENT. The firm was established in 08/26/2015. They have over 2 offices throughout the country.

LOGIA PORTFOLIO MANAGEMENT is a Leawood, Kansas based Financial Planning firm with nearly $725,852,256 assets under management, offering retirement planning & investment advisory services to 1 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#269963
SEC#801-106482
Assets Managed by Firm$725,852,256
No. of Clients1
No. of Advisors2

Fee Structure

  • Other(A PERCENTAGE OF RECURRING INCOME)

Advisory Services Provided

  • Portfolio Management for Business

Firm Client Information

No. of ClientsAUM
Firm Total1$725,852,256

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