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Home > Retirement Planners > kansas > overland park > YUKON WEALTH MANAGEMENT, INC.
YUKON WEALTH MANAGEMENT, INC.
15050 Antioch Road
Suite 101
Overland Park, Kansas 66221
Tel: 913-681-9200
About YUKON WEALTH MANAGEMENT, INC.
YUKON WEALTH MANAGEMENT, INC, formally registered with the SEC as YUKON WEALTH MANAGEMENT, INC. The firm was established in 02/17/2015. They have over 1 offices throughout the country.
YUKON WEALTH MANAGEMENT, INC. is a Overland Park, Kansas based Financial Planning firm with nearly $330,441,069 assets under management, offering retirement planning & investment advisory services to 82 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 109413 |
| SEC# | 801-80908 |
| Assets Managed by Firm | $330,441,069 |
| No. of Clients | 82 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Other (CONSULTING)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 82 | $330,441,069 |
| Individuals (other than high net worth individuals) | 29 | $1,801,157 |
| High net worth individuals | 54 | $328,639,912 |
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