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Home > Retirement Planners > kansas > overland park > POSTROCK PARTNERS LLC
POSTROCK PARTNERS LLC
6700 Antioch Road
Suite 470
Overland Park, Kansas 66204
Tel: (913) 308-8030
About POSTROCK PARTNERS LLC
POSTROCK PARTNERS LLC, formally registered with the SEC as POSTROCK PARTNERS LLC. The firm was established in 11/30/2023. They have over 1 offices throughout the country.
POSTROCK PARTNERS LLC is a Overland Park, Kansas based Financial Planning firm with nearly $368,262,000 assets under management, offering retirement planning & investment advisory services to 61 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 328865 |
| SEC# | 801-129138 |
| Assets Managed by Firm | $368,262,000 |
| No. of Clients | 61 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 61 | $368,262,000 |
| High net worth individuals | 36 | $91,290,000 |
| Corporations or other businesses | 11 | $276,972,000 |
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