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Home > Retirement Planners > kansas > topeka > PROACTIVE CAPITAL MANAGEMENT, INC.
PROACTIVE CAPITAL MANAGEMENT, INC.
1414 Sw Ashworth Place
Suite 200
Topeka, Kansas 66604
Tel: 785-215-8080
About PROACTIVE CAPITAL MANAGEMENT, INC.
PROACTIVE CAPITAL MANAGEMENT, INC, formally registered with the SEC as PROACTIVE CAPITAL MANAGEMENT, INC. The firm was established in 06/09/2023. They have over 1 offices throughout the country.
PROACTIVE CAPITAL MANAGEMENT, INC. is a Topeka, Kansas based Financial Planning firm with nearly $151,549,748 assets under management, offering retirement planning & investment advisory services to 601 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 297791 |
| SEC# | 801-128137 |
| Assets Managed by Firm | $151,549,748 |
| No. of Clients | 601 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Other (FINANCIAL PLANNING SERVICES INCLUDED IN)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 601 | $151,549,748 |
| Individuals (other than high net worth individuals) | 215 | $54,301,591 |
| High net worth individuals | 34 | $69,309,409 |
| Pension and profit sharing plans | 5 | $21,959,490 |
| Charitable organizations | 5 | $5,783,290 |
| Corporations or other businesses | 2 | $195,968 |
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