Triune Financial Partners, LLC is a large advisory firm based in Overland Park. It manages $635.94 million of regulatory assets for 2,056 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of Arizona, California, Florida, and 13 other states.
Triune Financial Partners provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, and pro bono budget/cash flow management services. It prepares financial plans for approximately 825 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Triune Financial Partners, LLC is $635.94 million. The firm's AUM has grown by 780% since the beginning of its operation, and $1.47 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Triune Financial Partners, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Triune Financial Partners is high net worth individuals with 176 clients and $318.52 million of assets under management. Among the 7 most similar advisory firms, Triune Financial Partners has the 2nd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $635.94 million for 818 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.
Triune Financial Partners doesn't advise any private funds.
The company employs 18 people that are either part- or full-time employees. 44 percent of the employees work as investment advisers or researchers. 8 employees are registered as investment adviser representatives with the state securities authorities.
There are 4 people with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.
Triune Financial Partners, LLC is owned by Jefferey Robert Jaworski. Melissa P Figeac Nanez joined the executive team most recently as the Chief Compliance Officer.
The principal office where Triune Financial Partners, LLC performs its advisory services is located at Lighton Plaza Ii, 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 913-825-6100 or by fax 913-825-6101. The normal business hours are 8 a.m. - 5 p.m. on Monday - Friday. You can find more information about the New York firm at triunefp.com and its LinkedIn profile.