TRIUNE FINANCIAL PARTNERS, LLC

Lighton Plaza Ii
7400 College Blvd, Suite 300
Overland Park, Kansas 66210
Tel: 913-825-6100

About TRIUNE FINANCIAL PARTNERS, LLC

TRIUNE FINANCIAL PARTNERS, LLC, formally registered with the SEC as TRIUNE FINANCIAL PARTNERS, LLC. The firm was established in 01/08/2010. They have over 1 offices throughout the country.

TRIUNE FINANCIAL PARTNERS, LLC is a Overland Park, Kansas based Financial Planning firm with nearly $1,132,184,487 assets under management, offering retirement planning & investment advisory services to 2721 clients. The firm is staffed with 24 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	152277
SEC#	801-70960
Assets Managed by Firm	$1,132,184,487
No. of Clients	2721
No. of Advisors	24

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
Publication of periodicals and newsletters
Education seminars/workshops
Other (PRO BONO BUDGET/CASH FLOW/FINANCIAL PLANNING SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	2721	$1,132,184,487
Individuals (other than high net worth individuals)	600	$275,343,945
High net worth individuals	228	$638,449,977
Pension and profit sharing plans	115	$214,425,867
Charitable organizations	1	$647,702
Corporations or other businesses	2	$3,316,996

More Retirement Planning firms in Overland Park, Kansas:

Firm Name	Assets Under Management	Total Clients	Total Advisors
ONEDIGITAL INVESTMENT ADVISORS 11101 Switzer Road, Suite 200 Overland Park, KS, 66210	$107,102,338,153	57121	550
MARINER WEALTH 5700 W. 112th Street, Suite 500 Overland Park, KS, 66211	$81,106,925,484	132567	1498
PALMER SQUARE CAPITAL MANAGEMENT LLC 1900 Shawnee Mission Parkway, Suite 315 Mission Woods, KS, 66205	$22,544,205,893	149	56
FCI ADVISORS 5901 College Boulevard, Suite 110 Overland Park, KS, 66211	$15,083,813,669	14421	68
KORNITZER CAPITAL MANAGEMENT, INC. 5420 West 61st Place Mission, KS, 66205-3084	$7,212,926,049	5032	40

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