PERSONAL FINANCIAL GROUP

PERSONAL FINANCIAL GROUP of OVERLAND PARK, KS is an SEC-registered investment adviser (CRD 116806). Regulatory assets under management: $29.1M.

Registration

• CRD: 116806
• SEC file number: 801-70718
• Type: Registered investment adviser
• Location: 7007 COLLEGE BLVD., SUITE 270, OVERLAND PARK, KS, 66211
• Phone: 913-451-PLAN (7526)
• Latest filing: 2019-06-28
• Regulatory AUM: $29.1M
• Discretionary AUM: $29.1M
• Clients: 6
• Accounts: 15

Officers, owners & control persons (3)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 116806 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search