OWLFI
Lenexa, Kansas
5.0
20 Reviews
Owlfi, a local investment advisory firm headquartered in Lenexa, KS, operates with a strong presence across four offices. With a team of 17 employees, including eight dedicated investment advisors, Owlfi excels in providing comprehensive financial guidance. Their investment advisors have an impressive average of approximately $14,700,000 in assets under management, demonstrating their expertise and ability to deliver value to clients. The firm's compensation structure is designed to meet diverse client needs, offering various options such as a percentage of assets under management, hourly charges, and fixed fees. Owlfi's capabili...
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Assets Under Mgmt

$117.61M

Investment Professionals

8

Locations

3

% 401K & Individual

17%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Pension consulting services
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