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Home > Retirement Planners > kansas > overland park > ALLOS INVESTMENT ADVISORS, LLC
ALLOS INVESTMENT ADVISORS, LLC
12980 Foster Street
Suite 160
Overland Park, Kansas 66213
Tel: 913-948-7788
About ALLOS INVESTMENT ADVISORS, LLC
ALLOS INVESTMENT ADVISORS, LLC, formally registered with the SEC as ALLOS INVESTMENT ADVISORS, LLC. The firm was established in 01/03/2011. They have over 2 offices throughout the country.
ALLOS INVESTMENT ADVISORS, LLC is a Overland Park, Kansas based Financial Planning firm with nearly $59,841,456 assets under management, offering retirement planning & investment advisory services to 745 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 155541 |
| SEC# | 801-72028 |
| Assets Managed by Firm | $59,841,456 |
| No. of Clients | 745 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 745 | $59,841,456 |
| Individuals (other than high net worth individuals) | 376 | $50,293,896 |
| High net worth individuals | 6 | $9,211,236 |
| Charitable organizations | Fewer than 5 clients | $336,324 |
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