Shadowstone Partners
Shadowstone Partners (CRD# 171952) is a financial advisory firm headquartered in Overland Park, KS. They manage $220,000,000 in 2,678 accounts and serve the financial needs of clients across 16 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management220MILLION
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Total Number of Accounts2,678ACCOUNTS
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Average Account Value$82,151
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
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AR, AZ, CA, CO, CT, FL, IL, KS, LA, MO, NC, NE, OK, TN, TX, WA
Financial Advisors at Shadowstone Partners
No Advisor Found.
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