WHETSTONE CAPITAL ADVISORS

2001 Shawnee Mission Parkway
Mission Woods, Kansas 66205
Tel: 913-951-2700

About WHETSTONE CAPITAL ADVISORS

WHETSTONE CAPITAL ADVISORS, formally registered with the SEC as WHETSTONE CAPITAL ADVISORS. The firm was established in 04/11/2014. They have over 1 offices throughout the country.

WHETSTONE CAPITAL ADVISORS is a Mission Woods, Kansas based Financial Planning firm with nearly $296,810,115 assets under management, offering retirement planning & investment advisory services to 3 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	155414
SEC#	801-79507
Assets Managed by Firm	$296,810,115
No. of Clients	3
No. of Advisors	5

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles
Other (INVESTMENT IDEA GENERATION FOR THIRD PARTY ADVISOR)

Firm Client Information

	No. of Clients	AUM
Firm Total	3	$296,810,115

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