358 N Main Street
Suite 100
Wichita, Kansas 67202
Tel: (316) 683-2067
ADAMSBROWN WEALTH CONSULTANTS LLC, formally registered with the SEC as ADAMSBROWN WEALTH CONSULTANTS LLC. The firm was established in 05/07/2020. They have over 8 offices throughout the country.
ADAMSBROWN WEALTH CONSULTANTS LLC is a Wichita, Kansas based Financial Planning firm with nearly $880,935,144 assets under management, offering retirement planning & investment advisory services to 3991 clients. The firm is staffed with 20 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 308410 |
SEC# | 801-118670 |
Assets Managed by Firm | $880,935,144 |
No. of Clients | 3991 |
No. of Advisors | 20 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 3991 | $880,935,144 |
Individuals (other than high net worth individuals) | 1277 | $267,837,068 |
High net worth individuals | 208 | $456,328,224 |
Pension and profit sharing plans | 89 | $137,994,436 |
Charitable organizations | Fewer than 5 clients | $138,377 |
Corporations or other businesses | 37 | $18,637,039 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$107,102,338,153 | 57121 | 550 | |
$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 |
$15,083,813,669 | 14421 | 68 | |
$7,212,926,049 | 5032 | 40 |
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