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Tromans Investment Advisors, LLC (Kansas City)


Tromans Investment Advisors, LLC is an adviser based in Kansas City. It manages $21.2 million of regulatory assets for 35 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Florida, Kansas, and Missouri.




Tromans Investment Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Tromans Investment Advisors: assets under management

The assets under management (AUM) of Tromans Investment Advisors, LLC is $21.2 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $1.25 million in discretionary accounts and $19.95 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $415.72 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $623.41 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Tromans Investment Advisors, LLC for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. 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.

Based in Kansas City

The principal office where Tromans Investment Advisors, LLC performs its advisory services is located at 3100 Broadway, Kansas City, MO 64111, 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 816-295-3100 or by fax 816-295-3118. The normal business hours are 9 a.m. - 5 p.m. on Monday - Friday.


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