10975 Benson Drive
Corporate Woods, Bldg. 12, Ste. 560
Overland Park, Kansas 66210
Tel: 913-825-1722
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 $2,760,229,371 assets under management, offering retirement planning & investment advisory services to 1035 clients. The firm is staffed with 15 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 154543 |
SEC# | 801-76551 |
Assets Managed by Firm | $2,760,229,371 |
No. of Clients | 1035 |
No. of Advisors | 15 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1035 | $2,760,229,371 |
Individuals (other than high net worth individuals) | 256 | $69,475,351 |
High net worth individuals | 54 | $104,311,330 |
Pension and profit sharing plans | 217 | $2,586,442,690 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$217,399,324,981 | 269686 | 1428 | |
$107,102,338,153 | 57121 | 550 | |
$81,106,925,484 | 132567 | 1498 | |
$27,082,623,332 | 277294 | 578 | |
$24,362,866,552 | 30635 | 353 |
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