Country Club Financial Services, Inc.
Country Club Financial Services, Inc. (CRD# 29807) is a financial advisory firm headquartered in Kansas City, MO. They manage $46,400,813 in 139 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Country Club Financial Services, Inc.
By the Numbers
-
Total Assets Under Management46MILLION
-
Total Number of Accounts139ACCOUNTS
-
Average Account Value$333,819
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
KS, MO
Financial Advisors at Country Club Financial Services, Inc.
No Advisor Found.
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