1605 North Waterfront Parkway
Suite 200
Wichita, Kansas 67206
Tel: 316-682-8344
PINION WEALTH MANAGEMENT, LLC, formally registered with the SEC as PINION WEALTH MANAGEMENT, LLC. The firm was established in 07/02/2004. They have over 6 offices throughout the country.
PINION WEALTH MANAGEMENT, LLC is a Wichita, Kansas based Financial Planning firm with nearly $326,647,044 assets under management, offering retirement planning & investment advisory services to 768 clients. The firm is staffed with 8 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 114556 |
SEC# | 801-63322 |
Assets Managed by Firm | $326,647,044 |
No. of Clients | 768 |
No. of Advisors | 8 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 768 | $326,647,044 |
Individuals (other than high net worth individuals) | 218 | $51,719,419 |
High net worth individuals | 59 | $158,875,385 |
Pension and profit sharing plans | 3 | $2,818,762 |
Charitable organizations | 6 | $4,135,262 |
Corporations or other businesses | 60 | $109,098,216 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$155,328,127,625 | 222474 | 1165 | |
$89,148,595,824 | 25199 | 550 | |
$65,874,566,238 | 112465 | 1465 | |
$21,800,698,476 | 177044 | 571 | |
PALMER SQUARE CAPITAL MANAGEMENT LLC 1900 Shawnee Mission Parkway, Suite 315 Mission Woods, KS, 66205 | $20,767,599,397 | 148 | 48 |
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