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Home > Retirement Planners > kansas > overland park > SOUND STEWARDSHIP, LLC
SOUND STEWARDSHIP, LLC
9101 W. 110th St.
Suite 150
Overland Park, Kansas 66210
Tel: 913-317-6000
About SOUND STEWARDSHIP, LLC
SOUND STEWARDSHIP, LLC, formally registered with the SEC as SOUND STEWARDSHIP, LLC. The firm was established in 05/19/2017. They have over 1 offices throughout the country.
SOUND STEWARDSHIP, LLC is a Overland Park, Kansas based Financial Planning firm with nearly $217,333,172 assets under management, offering retirement planning & investment advisory services to 966 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 129755 |
| SEC# | 801-110568 |
| Assets Managed by Firm | $217,333,172 |
| No. of Clients | 966 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Other (FEES FOR SPEAKING ENGAGEMENTS/SEMINARS)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 966 | $217,333,172 |
| Individuals (other than high net worth individuals) | 63 | $21,938,753 |
| High net worth individuals | 109 | $195,394,419 |
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