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Bold Financial Group Inc (Overland Park)


Bold Financial Group Inc is a large advisory firm based in Overland Park. It manages $203.1 million of regulatory assets for 1,216 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Kansas and Missouri.

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Bold Financial Group provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Bold Financial Group: assets under management

The assets under management (AUM) of Bold Financial Group Inc is $203.1 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $203.1 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $167.02 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bold Financial Group Inc for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Overland Park

The principal office where Bold Financial Group Inc performs its advisory services is located at 11095 Metcalf Avenue, Overland Park, KS 66210, 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 913-338-2323 or by fax 913-338-1990. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.mutualfundstore.com.


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