ALLOS INVESTMENT ADVISORS, LLC is a OVERLAND PARK, Kansas based financial advisory firm with nearly $59,841,456 in assets under management and provides investment advisory services for 745 clients. There are currently 8 financial advisors at the firm.
General Information |
| Firm CRD#: | 155541 | |
| SEC#: | 801-72028 | |
| Assets under Management: | $59,841,456 | |
| No. of Clients: | 745 | |
| No. of Advisors: | 8 | |
| Advisory Services Provided: | Financial planning services, Portfolio management for individuals and/or small businesses | |
| Fee Structure: | A percentage of AUM, Fixed fees |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| CANVAS WEALTH ADVISORS, LLC | 306343 | 801-117767 | 2500 | 11 | $713,000,894 |
| FORTIS CAPITAL ADVISORS, LLC | 309709 | 801-119354 | 1579 | 51 | $630,582,242 |
| UNITING WEALTH PARTNERS | 332317 | 801-131215 | 1334 | 11 | $544,715,574 |
| ALLOS INVESTMENT ADVISORS, LLC | 155541 | 801-72028 | 745 | 8 | $59,841,456 |
| PARAGON CAPITAL MANAGEMENT LLC | 108168 | 801-55805 | 716 | 9 | $633,139,441 |
| STEFFES FINANCIAL, LTD | 134530 | 801-64179 | 653 | 4 | $537,120,594 |
| PROVIDENCE FINANCIAL ADVISORS, LLC | 124839 | 801-127183 | 525 | 3 | $544,480,066 |
| TORTOISE CAPITAL ADVISORS, L.L.C. | 123711 | 801-61622 | 359 | 54 | $6,906,161,911 |
| BCWM | 144748 | 801-68214 | 350 | 12 | $596,893,072 |
| ACCESS CAPITAL, LLC | 327013 | 801-128223 | 78 | 1 | $70,470,802 |
| ONEDIGITAL ASSET MANAGEMENT | 320608 | 801-127414 | 47 | 3 | $588,446 |
| PALMER SQUARE EUROPE CAPITAL MANAGEMENT LLC | 310321 | 801-119475 | 17 | 56 | $6,160,320,918 |
| ECOFIN ADVISORS, LLC | 309902 | 801-119181 | 12 | 24 | $601,357,942 |
| TIS ADVISORS | 213515 | 801-96272 | 2 | 2 | $592,358,635 |
| PALMER SQUARE PRIVATE CREDIT MANAGEMENT LLC | 324817 | 801-127419 | 1 | 56 | $57,079,182 |