Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > kansas > overland park > BAYSTATE WEALTH MANAGEMENT
BAYSTATE WEALTH MANAGEMENT
5700 West 112th Street
Suite 500
Overland Park,, Kansas 66211
Tel: 9139045700
About BAYSTATE WEALTH MANAGEMENT
BAYSTATE WEALTH MANAGEMENT, formally registered with the SEC as BAYSTATE WEALTH MANAGEMENT. The firm was established in 07/28/2010. They have over 3 offices throughout the country.
BAYSTATE WEALTH MANAGEMENT is a Overland Park,, Kansas based Financial Planning firm with nearly $1,917,168,691 assets under management, offering retirement planning & investment advisory services to 4733 clients. The firm is staffed with 12 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 151664 |
| SEC# | 801-71691 |
| Assets Managed by Firm | $1,917,168,691 |
| No. of Clients | 4733 |
| No. of Advisors | 12 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 4733 | $1,917,168,691 |
| Individuals (other than high net worth individuals) | 2796 | $1,658,903,781 |
| High net worth individuals | 27 | $258,264,910 |
More Retirement Planning firms in Overland Park,, Kansas:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $107,102,338,153 | 57121 | 550 | |
| $81,106,925,484 | 132567 | 1498 | |
PALMER SQUARE CAPITAL MANAGEMENT LLC 1900 Shawnee Mission Parkway, Suite 315 Mission Woods, KS, 66205 | $22,544,205,893 | 149 | 56 |
| $15,083,813,669 | 14421 | 68 | |
| $7,212,926,049 | 5032 | 40 |
Explore More Retirement Advisors in Overland Park,, Kansas