Be advised. This firm is no longer registered.

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).

By the Numbers
  • Total Assets Under Management
    220
    MILLION
  • Total Number of Accounts
    2,678
    ACCOUNTS
  • 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
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.
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.