Logia Portfolio Management

Logia Portfolio Management (CRD# 269963) is a financial advisory firm headquartered in Overland Park, KS. They manage $283,228,873 in 564 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    283
    MILLION
  • Total Number of Accounts
    564
    ACCOUNTS
  • Average Account Value
    $502,179
Compensation Options
  • A percentage of assets under your management
  • 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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CO, KS, MO, OK

Financial Advisors at Logia Portfolio Management
Showing 1 - 2 of 2 top financial advisors.
1
David B. Ferry
CRD#: 5667832
19230 Evans Street Nw, Suite 103, Elk River, MN 55330
93
Wealthminder
score

David Ferry (CRD# 5667832) is an Investment Advisor Representative working at Logia Portfolio Management in Elk River, MN and has over 7 years of experience in the finance industry.

2
Matthew A. Heimann
CRD#: 6545081
10800 Farley, Suite 230, Overland Park, KS 66210
87
Wealthminder
score

Matthew Heimann (CRD# 6545081) is an Investment Advisor Representative working at Logia Portfolio Management in Overland Park, KS and has 1 year of experience in the finance industry.

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