Shadowstone Partners, LLC (Overland Park)

Name: Shadowstone Partners, LLC
Address: 9200 Indian Creek Parkway, Overland Park, KS, 66210
Telephone: (913) 956-4000

Shadowstone Partners, LLC is a large advisory firm based in Overland Park. It manages $268 million of regulatory assets for 2,908 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdictions of Arizona, Arkansas, California, and 11 other states.

Shadowstone Partners provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Shadowstone Partners: assets under management

The assets under management (AUM) of Shadowstone Partners, LLC is $268 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 127% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $268 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $92.16 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Shadowstone Partners, LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Overland Park

The principal office where Shadowstone Partners, LLC performs its advisory services is located at 9200 Indian Creek Parkway, Overland Park, KS 66210, which is also the mailing address of the firm. An additional office of the firm is in El Dorado, KS. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (913) 956-4000. The normal business hours are 8-5 on Monday - Friday. You can find more information about the New York firm at shadowstonepartners.com.

Shadowstone Partners, LLC (Overland Park)

Shadowstone Partners: assets under management

Fees & Commissions

Based in Overland Park

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