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TWO WEST CAPITAL ADVISORS LLC
10975 Benson Drive
Corporate Woods, Bldg. 12, Ste. 560
Overland Park, Kansas 66210
Tel: 913-825-1722
About TWO WEST CAPITAL ADVISORS LLC
TWO WEST CAPITAL ADVISORS LLC, formally registered with the SEC as TWO WEST CAPITAL ADVISORS LLC. The firm was established in 05/10/2012. They have over 2 offices throughout the country.
TWO WEST CAPITAL ADVISORS LLC is a Overland Park, Kansas based Financial Planning firm with nearly $2,113,780,226 assets under management, offering retirement planning & investment advisory services to 455 clients. The firm is staffed with 15 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 154543 |
| SEC# | 801-76551 |
| Assets Managed by Firm | $2,113,780,226 |
| No. of Clients | 455 |
| No. of Advisors | 15 |
Fee Structure
- A Percentage of AUM
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 455 | $2,113,780,226 |
| Individuals (other than high net worth individuals) | 242 | $64,570,314 |
| High net worth individuals | 39 | $69,503,007 |
| Pension and profit sharing plans | 174 | $1,979,706,905 |
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