15100 Rosewood Street
Leawood, Kansas 66224
Tel: 844-882-0193
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 269963 |
SEC# | 801-106482 |
Assets Managed by Firm | $725,852,256 |
No. of Clients | 1 |
No. of Advisors | 2 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1 | $725,852,256 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$155,328,127,625 | 222474 | 1165 | |
$89,148,595,824 | 25199 | 550 | |
$65,874,566,238 | 112465 | 1465 | |
$21,800,698,476 | 177044 | 571 | |
PALMER SQUARE CAPITAL MANAGEMENT LLC 1900 Shawnee Mission Parkway, Suite 315 Mission Woods, KS, 66205 | $20,767,599,397 | 148 | 48 |
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