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Home > Retirement Planners > kansas > overland park > STEPP & ROTHWELL INC
STEPP & ROTHWELL INC
7300 College Boulevard
Suite 100
Overland Park, Kansas 66210
Tel: 913-345-4800
About STEPP & ROTHWELL INC
STEPP & ROTHWELL INC, formally registered with the SEC as STEPP & ROTHWELL INC. The firm was established in 05/26/1998. They have over 2 offices throughout the country.
STEPP & ROTHWELL INC is a Overland Park, Kansas based Financial Planning firm with nearly $890,700,941 assets under management, offering retirement planning & investment advisory services to 2252 clients. The firm is staffed with 22 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 107999 |
| SEC# | 801-55489 |
| Assets Managed by Firm | $890,700,941 |
| No. of Clients | 2252 |
| No. of Advisors | 22 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2252 | $890,700,941 |
| Individuals (other than high net worth individuals) | 81 | $33,842,627 |
| High net worth individuals | 251 | $838,581,323 |
| Charitable organizations | Fewer than 5 clients | $18,276,991 |
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