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Home > Retirement Planners > kansas > overland park > GREENUP STREET WEALTH MANAGEMENT LLC
GREENUP STREET WEALTH MANAGEMENT LLC
7300 W 110th Street
Suite 700
Overland Park, Kansas 66210
Tel: 734-656-8121
About GREENUP STREET WEALTH MANAGEMENT LLC
GREENUP STREET WEALTH MANAGEMENT LLC, formally registered with the SEC as GREENUP STREET WEALTH MANAGEMENT LLC. The firm was established in 08/27/2021. They have over 3 offices throughout the country.
GREENUP STREET WEALTH MANAGEMENT LLC is a Overland Park, Kansas based Financial Planning firm with nearly $510,829,034 assets under management, offering retirement planning & investment advisory services to 1697 clients. The firm is staffed with 15 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 311391 |
| SEC# | 801-122080 |
| Assets Managed by Firm | $510,829,034 |
| No. of Clients | 1697 |
| No. of Advisors | 15 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1697 | $510,829,034 |
| Individuals (other than high net worth individuals) | 434 | $172,304,017 |
| High net worth individuals | 161 | $333,379,447 |
| Charitable organizations | 2 | $1,876,999 |
| Corporations or other businesses | 4 | $3,268,571 |
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