TWO WEST CAPITAL ADVISORS LLC

10975 Benson Drive
Corporate Woods, Bldg. 12, Ste. 560
Overland Park, Kansas 66210
Tel: 913-825-1722

About TWO WEST CAPITAL ADVISORS LLC

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.

Firm Information

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

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	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

More Retirement Planning firms in Overland Park, Kansas:

Firm Name	Assets Under Management	Total Clients	Total Advisors
ONEDIGITAL INVESTMENT ADVISORS 11101 Switzer Road, Suite 200 Overland Park, KS, 66210	$107,102,338,153	57121	550
MARINER WEALTH 5700 W. 112th Street, Suite 500 Overland Park, KS, 66211	$81,106,925,484	132567	1498
PALMER SQUARE CAPITAL MANAGEMENT LLC 1900 Shawnee Mission Parkway, Suite 315 Mission Woods, KS, 66205	$22,544,205,893	149	56
FCI ADVISORS 5901 College Boulevard, Suite 110 Overland Park, KS, 66211	$15,083,813,669	14421	68
KORNITZER CAPITAL MANAGEMENT, INC. 5420 West 61st Place Mission, KS, 66205-3084	$7,212,926,049	5032	40

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