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WHETSTONE CAPITAL ADVISORS
2001 Shawnee Mission Parkway
Mission Woods, Kansas 66205
Tel: 913-951-2700
About WHETSTONE CAPITAL ADVISORS
WHETSTONE CAPITAL ADVISORS, formally registered with the SEC as WHETSTONE CAPITAL ADVISORS. The firm was established in 04/11/2014. They have over 1 offices throughout the country.
WHETSTONE CAPITAL ADVISORS is a Mission Woods, Kansas based Financial Planning firm with nearly $296,810,115 assets under management, offering retirement planning & investment advisory services to 3 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 155414 |
| SEC# | 801-79507 |
| Assets Managed by Firm | $296,810,115 |
| No. of Clients | 3 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
- Other (INVESTMENT IDEA GENERATION FOR THIRD PARTY ADVISOR)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 3 | $296,810,115 |
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