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Home > Retirement Planners > kansas > overland park > THE ETF STORE, INC.
THE ETF STORE, INC.
7300 West 110th Street
Suite 870
Overland Park, Kansas 66210
Tel: 877-365-3837
About THE ETF STORE, INC.
THE ETF STORE, INC, formally registered with the SEC as THE ETF STORE, INC. The firm was established in 03/16/2018. They have over 1 offices throughout the country.
THE ETF STORE, INC. is a Overland Park, Kansas based Financial Planning firm with nearly $159,405,069 assets under management, offering retirement planning & investment advisory services to 850 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 148229 |
| SEC# | 801-112654 |
| Assets Managed by Firm | $159,405,069 |
| No. of Clients | 850 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 850 | $159,405,069 |
| Individuals (other than high net worth individuals) | 283 | $57,311,577 |
| High net worth individuals | 42 | $88,183,712 |
| Pension and profit sharing plans | 5 | $13,851,709 |
| Corporations or other businesses | 1 | $58,071 |
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