Cnbs, LLC (Overland Park)
Cnbs, LLC is a large advisory firm based in Overland Park. It manages $1.13 billion of regulatory assets for 16 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Georgia and Kansas.
Cnbs provides portfolio management for businesses and institutional clients. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
Cnbs: assets under management
The assets under management (AUM) of Cnbs, LLC is $1.13 billion. The company doesn't manage any assets belonging to foreign clients.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Cnbs, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Careers at Cnbs, LLC
Wyatt Dean Henderson has been acting as President since 1 Nov 2012. Lewis Nelson Lester joined the executive team most recently as the Ceo.
Direct owners and executive officers
Indirect Owners
The SEC currently registers 11 indirect owners.Based in Overland Park
The principal office where Cnbs, LLC performs its advisory services is located at 7200 West 132 Nd Street, Overland Park, KS 66213 1135, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 913-402-2627 or by fax 913-402-2635. The normal business hours are 8:00 am - 5:00 pm ct on Monday - Friday. You can find more information about the New York firm at cnbsnet.com.
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