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TRIAD WEALTH PARTNERS, LLC
Tel: 785-830-0000
730 New Hampshire St., Unit 222 Lawrence, Kansas 66044
TRIAD WEALTH PARTNERS, LLC
TRIAD WEALTH PARTNERS, LLC is a Lawrence, Kansas based financial advisory firm with nearly $153,379,961 in assets under management and provides investment advisory services for 1191 clients. There are currently 12 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Selection for other advisors
Fee Structure:
A percentage of AUM, Hourly charges, Subscription fees, Fixed fees
Firm CRD#:
326523
SEC#:
801-128150
No. of Clients:
1191
Assets under Management
$153,379,961
No. of Advisors:
12
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