6330 Sprint Parkway, Suite 400
Overland Park, Kansas 66211
Tel: 913-814-6097
CREATIVEONE SECURITIES, LLC, formally registered with the SEC as CREATIVEONE SECURITIES, LLC. The firm was established in 06/05/2013. They have over 126 offices throughout the country.
CREATIVEONE SECURITIES, LLC is a Overland Park, Kansas based Financial Planning firm with nearly $1,716,928,244 assets under management, offering retirement planning & investment advisory services to 20986 clients. The firm is staffed with 180 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 152974 |
SEC# | 801-78158 |
Assets Managed by Firm | $1,716,928,244 |
No. of Clients | 20986 |
No. of Advisors | 180 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 20986 | $1,716,928,244 |
Individuals (other than high net worth individuals) | 17468 | $772,617,709 |
High net worth individuals | 3493 | $883,909,283 |
Pension and profit sharing plans | 12 | $5,034,539 |
Corporations or other businesses | 13 | $55,366,713 |
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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