The TRIUNE FINANCIAL PARTNERS, LLC is a privately held investment adviser that advises $1.52Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. TRIUNE FINANCIAL PARTNERS, LLC is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 82.82% over the last 5-years.
The Group has been registered with the SEC for 16.57 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at LIGHTON PLAZA II 7400 COLLEGE BLVD, SUITE 300, OVERLAND PARK, KANSAS. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 24 employees comprised of 11 investment and 13 non-investment staff. The total number of Employees increased by 33.33% over the last 5-years.
Their $1.52Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 132 other accounts. Assets of High Net Worth Individuals clients own $1.05Bn or 68.86% of Total Assets and Pension and Profit Sharing Plans-Private own $283.63mn or 18.64% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 5 types of clients, top clients are High Net Worth Individuals and Pension and Profit Sharing Plans-Private.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees and management fees.
TRIUNE FINANCIAL PARTNERS, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.