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Home > Retirement Planners > kansas > overland park > ECOFIN ADVISORS, LLC
ECOFIN ADVISORS, LLC
5901 College Boulevard
Suite 400
Overland Park, Kansas 66211-1861
Tel: 913-981-1020
About ECOFIN ADVISORS, LLC
ECOFIN ADVISORS, LLC, formally registered with the SEC as ECOFIN ADVISORS, LLC. The firm was established in 07/28/2020. They have over 1 offices throughout the country.
ECOFIN ADVISORS, LLC is a Overland Park, Kansas based Financial Planning firm with nearly $601,357,942 assets under management, offering retirement planning & investment advisory services to 12 clients. The firm is staffed with 24 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 309902 |
| SEC# | 801-119181 |
| Assets Managed by Firm | $601,357,942 |
| No. of Clients | 12 |
| No. of Advisors | 24 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 12 | $601,357,942 |
| High net worth individuals | 4 | $124,504,392 |
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