Two West Capital Advisors LLC

Two West Capital Advisors LLC (CRD# 154543) is a financial advisory firm headquartered in Overland Park, KS. They manage $2,760,229,371 in 1,035 accounts and serve the financial needs of clients across 11 states (or territories).

Current Firm Details
10975 Benson Drive, Corporate Woods, Bldg. 12, Ste. 560, Overland Park, KS 66210
https://www.linkedin.com/company/goalpath-solutions-llc/
By the Numbers
  • Total Assets Under Management
    2,760
    MILLION
  • Total Number of Accounts
    1,035
    ACCOUNTS
  • Average Account Value
    $2,666,888
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, IA, KS, LA, MA, MO, NC, NY, OK, PA, TX

Financial Advisors at Two West Capital Advisors LLC
Showing 11 - 12 of 12 top financial advisors.
11
Kyle Harris, financial advisor Overland Park KS
Kyle E. Harris
CRD#: 6289600
10975 Benson Drive, Corporate Woods, Bldg. 12, Ste. 560, Overland Park, KS 66210

Kyle Harris (CRD# 6289600) is an Investment Advisor Representative working at Two West Capital Advisors LLC in Overland Park, KS and has over 10 years of experience in the finance industry.

12
Stephanie Smith, financial advisor Overland Park KS
Stephanie M. Smith
CRD#: 6924713
10975 Benson Drive, Corporate Woods, Bldg. 12, Ste. 560, Overland Park, KS 66210

Stephanie Smith (CRD# 6924713) is an Investment Advisor Representative working at Two West Capital Advisors LLC in Overland Park, KS and has over 4 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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